Summary
Pipelines are Deal processes that are displayed in Planhat as Board Pages
Each lane/column of the Board Page represents a stage in that pipeline/process, and you can "drag and drop" Deals to move them to the next stage in Planhat
Each pipeline Board Page is based on a specific list field - either a system field or a custom field
You can use custom fields to set up multiple different pipelines in Planhat - e.g. a new business pipeline and a renewals pipeline
Who is this article for?
All Planhat Users
This is particularly relevant to Users who work with Deals, or who are Planhat Admins (Tech/Ops) configuring their tenant for their organization
This article refers to new revenue features in Planhat, launching in early 2026, so you may not have access to them yet. Please speak with your Planhat CSM if you would like to discuss the rollout.
Introduction
You can progress Deals through a sales or renewals pipeline in Planhat, e.g. from "Discovery", to "Demonstration", to "Qualification", and so on, until eventually the Deal is marked as either "Closed Won" or "Closed Lost".
"Pipeline" isn't a data model or specific feature in Planhat; rather, it's a process you can easily achieve via existing standard Planhat functionality.
For each pipeline, you create a Board Page for the Deal model, and then "group by" a (standard or custom) list field corresponding to the pipeline stages. Each lane/column is then a list value (e.g. "Evaluation").
You can "drag and drop" Deals (represented as cards) between lanes. You can customize the card layout. You can also click on a card to open up the Deal's Preview to show more details.
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In this article, we will go through the details of setting up and using pipelines in Planhat.
Deal list fields
Remember, you will create one or more Board Pages based on list fields, with the field values defining the lanes/columns. We will go over setting up and using these Pages themselves later on.
Basic setup
The simplest way you could set this up is using the system (standard/default) "Stage" field on the Deal model, shown below in the "Data Model" Global Tool for admins.
This comes with the default field values "Closed Won" and "Closed Lost", but it is also possible to add additional field values for different stages if you like, as shown in the example screenshot below. You would click into the field in the list (shown above) to open up its configuration panel (shown below).
More advanced setup with custom fields
It's likely that you will actually want two different pipelines: one for the initial, new-business Sales process; and one for the renewals process, likely run by Customer Success. You'll need to create three custom list fields on the Deal model for this:
A field for the Sales pipeline, containing list values for the different stages in this pipeline - for example:
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🚀 Tip: Make sure your list values are listed here in the order of the process, as this will determine the lane/column order in the Board Page. You can "drag and drop" list values here to change their order if required
A similar field for the renewals/CS pipeline, containing list values for the different stages in this pipeline - for example:
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🚀 Tip: As we just mentioned for the previous field, make sure your list values are listed here in the order of the process, as this will determine the lane/column order in the Board Page. You can "drag and drop" list values here to change their order if required
A field where you choose between these two different pipelines - for example:
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It's also a good idea to include these fields in the Create Form for Deals.
🚀 Tip
If you are using custom fields for custom pipelines, you can set up a simple Automation in Planhat that sets the Planhat system (standard/default) "Stage" field to "Closed Won" / "Closed Lost" when the custom stage fields are updated to the same values, to ensure that the revenue is correctly recognized in the system. Speak with your TDS if you would like to discuss this further.
Creating a Board Page to display your pipeline
We recommend that you create a Board Page for each of your pipelines, as this is a perfect display for tracking opportunities along a process. Here we'll take you through how. You should follow these steps for each pipeline you want to display and interact with.
Firstly, create your Page - select "Board" as the Page type, and "Deal" as the model.
By default, the Board Page will be created based on the system "Stage" field, with the lanes/columns based on values of that field.
To change which Deal field the Board Page is organized by, click on the slider icon and then "Group by", as shown below.
This will open up a dropdown menu where you can select from suitable system (standard/default) and custom fields. Select the field you would like to organize your Board Page on - e.g. your custom "Sales Stage" or "CS Stage" field - and click "Save".
You will see the lanes/columns update to match the different list values of your chosen field.
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You can easily apply filters (as usual with Pages) to show only a subset of records within your Board Page. For example, you can specify to only show Deals in a specific pipeline and within a specific Close Date timeframe.
To customize the card layout, right-click a card, and select "Manage card layout".
This opens up a modal (shown below) where you can make your modifications.
Using your Board Page pipeline
Once you've set up a Board Page to display your pipeline, it's easy to interact with your Deals here. A key way is by dragging and dropping Deal cards between lanes/columns to change the stage, as you can see in the GIF below.
You can also click on any of the cards to open up that Deal's Preview with further details for you to view and edit.
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