Pipeline Tracking

Visual deal pipeline with drag-and-drop to move stages. Custom stages, deal value, win probability. Won deals convert to invoices.

How it works

Add a deal to the pipeline (customer, value, expected close date). Move it through your custom stages as it progresses. See at a glance which deals are stuck, which are about to close, and what is needed to win.

Custom stages

Configure your own pipeline stages (e.g. Lead, Qualified, Proposal, Negotiation, Won, Lost). Each stage has its own colour and probability. Aggregate views show total value at each stage.

Won deals to invoices

Won deals convert to quotes in one click. Quotes convert to MRA-fiscalised invoices in one click. The full sales cycle lives in Codeblix.

Reporting

Pipeline reports: total value by stage, conversion rates, average deal cycle, rep performance. Export to PDF or Excel.

Internal links

See CRM module, Quotes, and Email Tracking.

Why this feature matters in daily operations

Pipeline Tracking is most useful when it removes a repeated manual step from the business. For a Mauritius company using MRA-compliant billing, every operational shortcut must still preserve tax accuracy, invoice traceability, customer records, and audit history. Codeblix keeps the feature connected to the same customer, item, user, and reporting data used elsewhere in the platform.

This means staff can work faster without creating a second source of truth. Managers get cleaner reporting, accountants get better supporting records, and owners can review what happened without searching through spreadsheets, WhatsApp messages, or separate desktop files.

Setup and usage guidance

During setup, define who can use this feature, what approval rules apply, and what information must be captured before a record is saved. For best results, test the workflow with real examples from the business: common products, typical customers, normal discounts, and the edge cases that usually cause mistakes.

How Codeblix keeps it audit-ready

Every action should support a clear audit trail. Codeblix is designed so operational features support compliance instead of bypassing it: records are structured, permissions are controlled, and reports can be reviewed when the business needs to explain a transaction or reconcile activity.

Buying and rollout advice

Before choosing software for Pipeline Tracking, ask for a workflow demonstration using your own type of transaction, not only sample data. The test should include the normal case, a correction, a credit note or refund where relevant, a report export, and the user permissions your team will actually use. This quickly shows whether the system is ready for daily work or only looks good in a short demo.

Also check support and onboarding. For Mauritius businesses, local context matters: VAT treatment, MRA fiscalisation, offline behaviour, document wording, accountant expectations, and staff training can all affect the success of the rollout. A good implementation should make these details clear before go-live.

Why Codeblix is a strong fit

Codeblix is built around the Mauritius compliance environment and the practical needs of small and medium businesses. The platform is designed to keep invoicing, POS, inventory, accounting, reports, and customer records connected, so owners can reduce manual reconciliation and operate with cleaner data.

The best result is a system your staff can use every day without workarounds. That means clear screens, reliable records, exportable reports, controlled access, and a support team that understands the local EBS requirements.