A pipeline is only useful if its stages describe reality.
Designing stages
Good stages are defined by what the buyer has done, not by how you feel: "demo completed", "proposal sent", "verbal commitment", "contract out". Bad stages are internal feelings: "warm", "very interested". The test is whether two salespeople would put the same deal in the same stage.
Five to seven stages is the practical range. More becomes bookkeeping.
Deal hygiene
Every deal needs an owner, a value, an expected close date, and a next step. The last one is the one teams skip and the one that predicts slippage best. Brainis raises a stalled-deal signal when a deal has no activity for your configured threshold.
Working a deal
The deal view shows activity history, contacts and stakeholders involved, quotes, and the AI's coaching: what typically moves deals at this stage, what is missing here, and comparable past deals.
Multi-pipeline and territories
Separate pipelines for new business, expansion, and renewals keep forecasts meaningful. Territories scope who sees and owns what.
Tip: Run the deal-review play in Cortex before your pipeline meeting. It flags the deals whose stage and evidence disagree, which is exactly the list worth discussing.
