Your opportunity board

Updated May 2026

You'll learn how to: Open the Revenue pipeline, navigate between the kanban / orbit / list views, switch between pipelines and methodologies, move deals through stages, and open the Reporting sheet to see pipeline-wide insights.

Time: 10 minutes to learn. Comes back as muscle memory.

Prereqs: You have at least one opportunity in Nynch. New? Start with Create your first opportunity.

Where it lives

In the left sidebar, click Revenue. The opportunity board loads.

Your default view depends on workspace setup, but most users start in the Kanban view: a horizontal board where each column is a pipeline stage and each card is one opportunity.

A toolbar runs across the top:

Left: pipeline / methodology selector.
Right: Reporting button, New Opportunity button, view toggle.

The pipeline / methodology selector

The leftmost dropdown picks which pipeline you're looking at. Workspaces start with one default sales pipeline, but you can configure as many as you need (retainers, partners, recurring revenue, etc.). The dropdown also surfaces enabled methodologies (Fields Method, Whale Hunting, Sandler Submarine, etc.) as separate-but-related views; the methodology view applies a specialised stage structure and qualification checklist.

If you only have one pipeline, the selector still shows but does nothing useful. As you add more pipelines, this is how you switch between them.

The three views

On the right side of the toolbar is a view toggle (visible on the contacts/companies and the standard pipeline; hidden on rich-methodology pipelines that lock to one layout).

Kanban is the default. Columns are stages, cards are deals. Drag a card between columns to move the deal through stages.
Orbit is a radial layout: stages arc around a central reference, with cards floating closer to or further from centre based on probability, value, or risk. Best for spotting stalled deals at a glance.
List is a spreadsheet view. Best for bulk-editing, exporting, and reading lots of records at once.

All three views share the same underlying data and the same selection state. Switching between them is free.

Move a deal through stages (Kanban)

Find the card you want to move on the board.
Click and drag the card to a different stage column.
Drop it. The deal updates instantly.

The probability auto-updates if the new stage has a default probability. Activity feeds (deal canvas, Today's Activity tab, Today's Briefing) pick up the stage change within seconds.

If the new column won't accept the drop, the card snaps back. Most common cause: the stage you tried is read-only because it's a "won" or "lost" final state and your pipeline is configured to require a closing reason before deals can land there. Click the card to open the canvas and fill the required field, then move it.

Open a deal

Click any card (Kanban) or any row (List) to open the deal canvas on the right side of the screen. The canvas is the full single-deal view: stakeholders, fear matrix, risks, win probability, AI predictions, notes, and the activity timeline. See The deal canvas for what's inside.

Close the canvas with Esc or by clicking the X. Your board scroll position and selection are preserved.

New Opportunity

Top-right of the toolbar. Clicking New Opportunity opens the Create New Opportunity dialog. See Create your first opportunity for what's in that dialog field-by-field.

The new opportunity lands as a card on the board in the stage you picked.

Reporting

The Reporting button (chart icon) on the top-right of the toolbar opens a side sheet titled "Opportunity Reporting" with four sections:

Filter bar at the top: filter by owner, source, service offered, ICP segment, date range.
Key Metrics card: total pipeline value, weighted forecast (probability-adjusted), deal count, average deal size, average days in stage.
Pipeline Snapshot chart: bars by stage showing weighted value, with a line for the trailing 4 weeks of new deals.
Stage Progression chart: conversion rates between stages and average time to advance.

A date filter in the top-right of the sheet lets you change the time window (last 30 days, 90 days, last quarter, last year).

The Reporting sheet uses your current filters, so if you've already filtered the board (e.g. "only my deals"), the metrics scope to that filter.

Filters and saved views

The board honours the same View Options as the Contacts table:

Filter by any field with the seven operators (contains, =, starts with, >=, <=, is empty, is not empty).
Sort by value, probability, expected close date, age, last activity, etc.
Group to change what the Kanban columns represent. The default is "Stage", but you can group by Owner, Source, Service, or any custom field. This pivots the same data along different axes (e.g. group by Source to see how each lead source flows through stages).
Field visibility controls which columns appear in List view and which fields show on each Kanban card.

Save a filtered + sorted setup as a named view via the View Manager dropdown. Useful saved views to start with: "My open deals over £10k", "Stalled (last activity > 14 days)", "Closing this month".

Owner filter

The Owner filter (Mine / All members / specific teammate) is separate from the View filter. It's a quick toggle on the toolbar. Useful for solo reviews of your own deals vs the whole team's.

Drag-and-drop limits

You can't drag a card outside the current pipeline. To move a deal to a different pipeline, open the deal canvas and use the Pipeline picker.
You can't drag a card directly from "Active" to "Won" without filling the required Won fields (close value, close date, reason). The drag will be rejected with a toast.
"Lost" requires a loss reason. Same pattern.

If something goes wrong

Symptom: "I don't see any deals." → Fix: New workspace? Click New Opportunity to create one. Existing workspace? Check the Owner filter on the toolbar; you might be looking at a teammate's view that's empty. Also check the View Manager dropdown for an "All" view that clears filters.
Symptom: "I see a deal in the wrong stage and can't drag it." → Fix: The card might be locked by a teammate editing it right now. Refresh in 30 seconds. If still stuck, open the deal canvas and change the stage from the dropdown there.
Symptom: "Reporting numbers look wrong." → Fix: Reporting respects the board's current filter. Clear filters to see workspace-wide totals. Make sure the date range at the top-right of the Reporting sheet matches what you expect.
Symptom: "Cards take forever to load when I scroll." → Fix: You have a very long pipeline. Add a filter (e.g. only active stages) or use List view, which paginates better for large datasets.
Symptom: "Orbit view looks weird; some cards overlap." → Fix: Orbit needs space. Resize your browser window wider, collapse the sidebar, or switch to Kanban.
Symptom: "I changed pipelines from the selector but the cards didn't change." → Fix: Refresh once. If still stuck, the pipeline might be filtered to zero items for the current Owner.
Symptom: "The Reporting button isn't there." → Fix: Reporting is only available on the standard pipeline and on certain methodology views, not on every methodology. Switch to your sales pipeline to see it.

Tips

Save a Stalled view. Filter by "last activity > 14 days" and "stage = active" and save as "Stalled". Glance at it every Monday.
Use the Group toggle to find pattern issues. Group by Source to find your highest-converting channels. Group by Owner to find load imbalances on the team.
Reporting + saved views is the weekly review. Filter to "closed last 30 days", open Reporting, screenshot the metrics for your weekly summary or post-mortem.