Pipeline

Design pipeline stages that forecast well

Exit criteria per stage so pipeline reports stay honest.

5 min readUpdated June 2026

Best practice

Define one clear exit condition for each stage and enforce required fields before stage movement.

Exit criteria example

Discovery → Proposal requires:
- Decision maker identified
- Timeline confirmed
- Next meeting scheduled

Lead stages and deal stages may differ — align lead nurture stages with when a deal is created.

Start free — set up your workspace and follow along with this guide.