Opportunity board by step
Each column is a workflow step. Cards show name, value, days in step, an Overdue label and the owner. Filter Mine or All; change the step on the opportunity detail page.
Sales / Opportunities
See where every deal stands and who is holding it
A deal does not end at the quotation: there is still the order, stock issue, invoice and delivery. The hOne pipeline shows the whole company where each opportunity is stuck and which department holds it.
The problem
A deal crosses several teams and nobody sees the whole path
Sales finishes the quotation, then warehouse and accounting continue through chat messages and Excel files. When the customer asks for progress, nobody can answer with confidence.
- Which department holds the work, who took it and the deadline all need asking out loud.
- Warehouse and accounting see selling prices and costs they do not need.
- At month end nobody knows expected revenue or why deals were lost.
How hOne solves it
A step-based workflow where each step has an owner or department
An administrator builds the workflow (steps, branches, deadlines). Each sales track uses one workflow and its steps become the board columns. An opportunity runs step by step; a step assigned to a department drops its work into that department's queue.
Key capabilities
Configurable workflow
Administrators set steps, branches, hour-based deadlines and win probability. A track's control level is Strict (blocks wrong order), Warning or Off.
Handover to departments
Assign a receiving department to a step, such as Warehouse or Accounting. The Department queue page offers Accept, Assign to, Complete and Skip, plus required forms and checklists.
Hide prices per step
For each step, hide price, totals, discount, tax or cost from the assignee and that step's department. Hiding also applies to PDF print, Excel export and email.
Documents on the opportunity
The detail page lists the related quotations, orders, stock-issue notes and delivery notes, with print versions and attachments.
Forecast and overview
The Workflow overview shows opportunities per step, a revenue forecast weighted by step probability, win rate, loss reasons, the longest-stuck opportunities and each department's load.
Price approval and sourcing
The Price approval inbox gathers discount requests on quotations and orders for authorised people to approve or reject. The Sourcing page stores supplier price lists and quote requests.
My revenue
Each salesperson sees collected revenue for the month, KPI progress and expected income under the sales pay policy assigned to them.
In the product
How it works
Build the workflow
An administrator creates the workflow and steps, assigns departments, deadlines and price hiding where needed.
Create a track
Each track is its own sales pipeline (New customers, Renewals...). Pick the workflow, members, and private or company-wide visibility.
Run opportunities
Opportunities are created from quotations or manually and move through steps. A department step creates work for that department.
Watch and forecast
Watch overdue cards, use Nudge when needed, and read the forecast and loss reasons in the Workflow overview.
A real workflow
Office furniture order for Company ABC
Example workflow: Quotation, Order, Stock issue, Invoice, Delivery.
- LanCreates a quotation for Company ABC; hOne opens an opportunity at the Quotation step.
- DirectorApproves an 8% discount request in the Price approval inbox; Lan moves it to the Order step.
- WarehouseThe stock issue appears in Department queue; the storekeeper accepts it and fills the checklist, with selling prices hidden.
- AccountingTakes the Invoice step; once completed the opportunity moves to Delivery.
- MinhOpens the Delivery board to follow this order's package until the last step completes.
Connects with the rest of hOne
QuotationsThe quotation is the starting point; opportunities can be created from it automatically.OrdersOrders created from the quotation sit inside the opportunity and move through the steps.InventoryThe Warehouse stock-issue step creates the issue note for the opportunity.Packing & deliveryOpportunities at a delivery step show on the packing and delivery board.CustomersEvery opportunity links to a customer and contact in the customer profile.
Frequently asked questions
Can I drag cards between columns?
No. The board is for viewing; completing, moving or skipping a step is done on the opportunity detail page, which is how the workflow keeps the order under control.
Are the stages fixed?
There are no hard-coded stages. Administrators define the steps in Workflow settings, so each company has its own workflow.
Can department members edit the opportunity?
They see it read-only and handle their own department work. Completing or moving the opportunity's steps belongs to the opportunity owner.
Where do old closed opportunities go?
The Completed and Cancelled or Lost columns show only those closed in the last 30 days by default. Press Show more closed or use search; administrators can change the number of days.
How is the forecast calculated?
Opportunity value times the win probability you set on its current step, grouped by expected close month. Steps with no probability are not counted.
More in this area: Sales & CRM
CustomersCustomer profiles, contacts, groups, Excel import, duplicate merge, sharing and handover.QuotationsBuild quotations, tiered discount approval, PDF and link sharing, online replies, convert to order.ProposalsSection-based proposals, multiple price options, branded PDF, internal approval, customer signing and comments.OrdersSales orders: price approval, customer confirmation by link, payments, stock-out, subscription renewals.ContractsSales and purchase contracts: approval and signing flows, customer link, renewals, payment schedules, scan import.ProductsCategories, variants, several price types, minimum-margin rules, Excel or WooCommerce import, AI descriptions.