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The Kanban pipeline is the main way your sales team visualises the funnel. Each stage is a column; each deal is a card that moves between columns until closing.
Kanban pipeline with deals across columns

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Default stages

First access shows a standard pipeline:
  1. Prospect — newly identified opportunity
  2. Qualified — verified lead (budget, authority, need, timing)
  3. Proposal — quote sent
  4. Negotiation — active negotiation on terms
  5. Won
  6. Lost
These are just a starting point — you can change them completely.

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Customise stages

1

Open pipeline settings

Settings → Pipeline → select the pipeline to modify.
Pipeline settings panel with stage list
2

Add, rename or remove stages

Click + New stage at the bottom. For each stage set:
  • Name: visible on Kanban cards
  • Colour: for quick scanning
  • Type: Open, Won, Lost. Won stages feed revenue reports; Lost stages feed churn analysis.
3

Set maximum time (optional)

For each stage you can define an SLA: if a deal stays more than N days, Arya highlights it in red on the Kanban. Useful for spotting stalled deals.
4

Reorder

Drag-and-drop to reorder. Order left-to-right on the Kanban.

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Multiple pipelines

If you have different sales processes (e.g. retail product A vs enterprise product B), create multiple pipelines:
1

New pipeline

Settings → Pipeline → + New pipeline. Name it (e.g. Enterprise 6+ months) and create specific stages.
2

Assign deals

When creating a deal, pick which pipeline from the top-left selector of the Kanban.
3

Switch between pipelines

The top selector filters the Kanban on the chosen pipeline. Filters and saved views are per-pipeline.

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Kanban features

Drag cards between columns to change stage. Arya updates history instantly.
Top bar filters by owner, value, tag, date. Example: Only my deals > €20,000 closing this month.
Each column header shows deal count and total value (weighted by probability if enabled).
Left/right arrows move selection between deals in the same column. Enter opens detail. m moves the selected deal to the next stage.
Settings → Pipeline → Card layout to pick which fields show on the Kanban card (value, company, close date, owner, tags).
Top right switches between Kanban, Table, Calendar (by close date), Gantt (for linked projects).

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Forecast view

From the Kanban click Forecast view in the top right. Groups deals by forecast month/quarter, shows weighted value and compares with target.
Forecast view with monthly bars and target comparison

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Frequently asked questions

Yes. Open the deal → ⋯ → Change pipeline. Arya maps automatically to the equivalent stage if it exists, otherwise places it in the first stage of the new pipeline.
History is preserved. Changing pipeline doesn’t erase past transitions.
Yes. Settings → Pipeline → Permissions to restrict access per pipeline (e.g. only the enterprise team sees the enterprise pipeline).