Contractor Sales Pipeline — 3Bids Screen Flows

1 Pipeline Overview

2 Kanban Board

3 Deal Detail

4 Add/Edit Deal

5 Settings

6 Forecast

7 Activity

8 Leaderboard

1 Pipeline & Deals

2 Forecast & Activity

1 Pipeline Command

2 Sales Analytics

Pipeline

Pipeline Overview

9:41

Sales Pipeline

Total Pipeline Value

$187,450

+12.3% vs last month

Win Rate

38%

+5%

Deals This Month

24

+3

Avg Deal Size

$7,810

-$420

Avg Close Time

14d

-2d

Stage Distribution

Lead (7)

Qualified (5)

Proposal (5)

Negotiate (4)

Won (2)

Lost (1)

Needs Attention

3 overdue

Sarah Mitchell

Bathroom remodel · 8 days in Proposal

$12,500

James Walker

Kitchen cabinets · No follow-up 5d

$8,200

Linda Chen

Deck build · Quote expires tomorrow

$15,800

PipelineOverviewScreen

useSalesPipeline() · onPressDeal · onPressAddDeal

Kanban Board

9:41

Deal Board

Board

List

Timeline

Lead $32,400 · 7

Tom Richardson

$4,800

Gutter replacement

Amy Schultz

$6,200

Window install (6 units)

Raj Patel

$3,100

Fence repair

Proposal $38,500 · 5

Sarah Mitchell

$12,500

Bathroom remodel

Mike Donovan

$9,400

Roof patch + inspection

Linda Chen

$15,800

Deck build (composite)

KanbanBoardScreen

useSalesPipeline() · onDragDeal · onPressDealCard

Deal Management

Deal Detail

9:41

Deal Detail

SM

Sarah Mitchell

(330) 555-0142 · sarah@email.com

Deal Value

$12,500

Bathroom Remodel · Source: Angi

Current Stage

Lead

Qualified

Proposal

Negotiate

Won

Activity Timeline

Proposal sent

Sent bathroom remodel quote for $12,500 via email

Feb 16, 2:30 PM

Discovery call

Discussed scope, timeline, and material options. Client prefers tile over stone.

Feb 14, 10:15 AM

Site visit completed

Measured bathroom, inspected plumbing. No major surprises.

Feb 12, 9:00 AM

Lead created

Inbound from Angi listing

Feb 10, 3:45 PM

Next Step

Follow up on proposal. Client has not responded in 8 days. Consider calling to discuss questions.

Notes

Client wants work completed before Easter. Budget is flexible for premium fixtures. Husband makes final decision — need both present at follow-up.

Linked Job #1847

Bathroom Remodel · Open

DealDetailScreen

useDealDetail(dealId) · onMoveStage · onLogActivity

Add / Edit Deal

9:41

New Deal

Customer

Sarah Mitchell

Deal Title

Bathroom Remodel — Full Gut

Estimated Value

$ 12,500

Lead Source

Service Category

Bathroom Remodel

Expected Close Date

Mar 15, 2026

Assigned Rep

MJ

Marcus Johnson

Win Probability

65%

Notes

Client prefers tile over stone. Budget flexible for premium fixtures. Wants work done before Easter.

DealFormScreen

useCreateDeal() / useUpdateDeal() · onSave · onPickCustomer

Pipeline Settings

9:41

Pipeline Settings

Stages

Drag to reorder. Tap to edit name, color, and auto-actions.

New Lead

Contacted

Qualified

Proposal Sent

Negotiating

Won

Closing

Lost

Closing

Auto-Actions

Trigger automations when deals move to a stage.

Send proposal email

Trigger: Moved to Proposal Sent

Active

Notify sales manager

Trigger: Moved to Negotiating

Active

Schedule follow-up (3d)

Trigger: Deal stale > 5 days

Paused

Win/Loss Reasons

Add custom reason...

PipelineSettingsScreen

usePipelineSettings() · onReorderStages · onSaveSettings

Forecasting & Analytics

Sales Forecast

9:41

Forecast

Monthly Goal

$72K / $100K

72% achieved On track

Expected vs Actual

Expected

Actual

W1

W2

W3

W4

Weighted Forecast

Best Case

$124,200

Weighted

$87,450

Worst Case

$42,100

Closing This Week

Mike Donovan

Roof patch · 80% probability

$9,400

Karen Douglas

Siding repair · 60% probability

$5,200

Carlos Vega

Driveway pour · 40% probability

$7,800

SalesForecastScreen

useSalesForecast() · onChangePeriod · onPressDeal

Activity Feed

9:41

Activity

Today

Deal won: Mike Donovan

Roof patch + inspection — $9,400 closed by Marcus Johnson

11:30 AM

Won

Call with Sarah Mitchell

Follow-up on bathroom remodel proposal. Left voicemail.

10:15 AM

Proposal sent to Linda Chen

Composite deck build — $15,800 estimate delivered via email

9:45 AM

Proposal

Deal moved: Karen Douglas

Siding repair moved from Qualified to Proposal

9:00 AM

Yesterday

Deal lost: Brian Cooper

Went with competitor. Reason: Price too high.

4:20 PM

Lost

Meeting: Tom Richardson

On-site estimate for gutter replacement at 142 Oak St

2:00 PM

Email from Amy Schultz

Requesting clarification on window installation timeline

11:45 AM

New lead: Raj Patel

Fence repair — inbound from Google Ads

9:30 AM

New

ActivityFeedScreen

useSalesActivities() · onFilterChange · onPressActivity

Team Leaderboard

9:41

Leaderboard

Marcus Johnson

Top Closer · February 2026

$42K

Revenue

8

Deals Won

52%

Win Rate

Rankings By

1

MJ

Marcus Johnson

8 deals · 52% win rate

$42,100

2

DW

David Wilson

6 deals · 43% win rate

$31,800

3

RL

Rachel Lee

5 deals · 38% win rate

$24,500

4

TG

Tyler Garcia

4 deals · 33% win rate

$18,200

5

KB

Kim Brooks

3 deals · 30% win rate

$12,600

Revenue Comparison

MJ

$42K

DW

$32K

RL

$25K

TG

$18K

KB

$13K

TeamLeaderboardScreen

useTeamLeaderboard() · onChangePeriod · onChangeMetric

Data Architecture

Schema Tables

salesDeals — dealTitle, customerId, estimatedValue, stage, source, probability, assignedRep, expectedCloseDate, notes, wonAt, lostAt, lostReason
salesStages — name, color, position, autoActions[], requiredFields[], isClosingStage
salesActivities — dealId, type (call|email|meeting|note|stage_change), description, createdBy, metadata
salesForecasts — period, goalAmount, weightedAmount, bestCase, worstCase, actualClosed

Hooks

useSalesPipeline() — deals grouped by stage, pipeline KPIs, stage distribution
useSalesForecast(period) — goal progress, weighted forecast, confidence ranges, closing deals
useDealDetail(dealId) — deal data, activity timeline, linked job/bid, stage stepper
useTeamLeaderboard(period, metric) — rep rankings, bar chart data, top performer
useSalesActivities(filters) — chronological feed, filter by type/rep/date

Convex Queries

sales.deals.list — all deals with stage grouping
sales.deals.get — single deal with activities
sales.forecast.get — forecast for period
sales.activities.list — filtered activity feed
sales.leaderboard.get — rep rankings
sales.stages.list — pipeline stage config

Convex Mutations

sales.deals.create — create new deal
sales.deals.update — update deal fields
sales.deals.moveStage — move deal to stage + log activity
sales.deals.markWon — close as won + trigger automations
sales.deals.markLost — close as lost with reason
sales.activities.log — log call/email/meeting/note
sales.stages.upsert — create/update stage config
sales.stages.reorder — reorder pipeline stages

Pipeline & Deals

9:41

Sales Pipeline

Pipeline Summary

$187K

Total Value

24

Active Deals

Kanban Stages

Lead

8 deals • $42K

Proposal

6 deals • $65K

Negotiation

5 deals • $48K

Closed Won

5 deals • $32K

Johnson Kitchen Remodel

Proposal

Full kitchen renovation with cabinets, countertops, and backsplash

Value

$28,500

Probability

75%

Close Date

Mar 20

Forecast & Activity

9:41

Forecast & Activity

Forecast

$68K

Weighted

$187K

Best Case

Recent Activity

Called Sarah Johnson

2 hours ago

Proposal sent to Mike T.

Yesterday

Deal closed — $8,200

2 days ago

Revenue Forecast

Leaderboard

1

Jake Martinez

$42K closed

2

Sarah Lewis

$38K closed

Pipeline Command

Sales Pipeline

https://app.3bids.io/contractor/pipeline

Sales Pipeline

$187K

Pipeline Value

24

Active Deals

42%

Win Rate

$68K

Forecast

Stage Breakdown

Lead — 8 deals

$42K total value

Proposal — 6 deals

$65K total value

Closed Won — 5 deals

$32K total value

Pipeline Funnel

Sales Analytics

https://app.3bids.io/contractor/pipeline/analytics

Sales Analytics

Revenue Trend

Team Leaderboard

1

Jake Martinez

$42K closed • 12 deals

2

Sarah Lewis

$38K closed • 9 deals

3

Tom Rodriguez

$24K closed • 7 deals