CRM

Pipeline summary

Summarizes a pipeline stage by stage: how many opportunities there are in each, how much they add up to and how much they add up to weighted by the stage's probability. Read-only, it changes nothing. Use it to send a pipeline summary or to decide based on its value.

Action

crm.opportunities.board

At a glance

Property	Value
Domain	`crm`
Group in the editor	CRM › Opportunities
Runs as	The owner of the workflow, with their permissions
Permission	View access to CRM. Administrators always pass; a module outside the plan blocks everyone.
Add-on	CRM
Destructive	Not declared

Inputs

pipelineIdstringRequired

**Pipeline.** Each stage of this pipeline will be a column of the summary.

statusenum<string>

**Opportunities to include.** If you leave it empty, all are included: open, won and lost.

Available options: open, won, lost, all

ownerStaffIdstring

**Owner.** Counts only this person's opportunities.

Limits: advanced

contactIdstring

**Contact person.** Counts only this contact person's opportunities.

Limits: advanced

companyIdstring

**Company.** Counts only this company's opportunities.

Limits: advanced

sourceenum<string>

**Source.** Counts only the opportunities that arrived through this channel.

Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other

Limits: advanced

Outputs

pipelineIdstring

pipelineNamestring

columnsobject[]

Show child attributes

columns.stageIdstring

columns.stageNamestring

columns.stageTypeenum<string>

Available options: open, won, lost

columns.stageOrdernumber

columns.countnumber

columns.rawAmountstring

columns.weightedAmountstring

columns.itemsobject[]

Show child attributes

columns.items.opportunityIdstring

columns.items.identifierstring

columns.items.namestring

columns.items.statusenum<string>

Available options: open, won, lost

columns.items.amountstring

columns.items.currencystring

columns.items.pipelineIdstring

columns.items.pipelineNamestring

columns.items.stageIdstring

columns.items.stageNamestring

columns.items.stageTypeenum<string>

Available options: open, won, lost

columns.items.effectiveProbabilitynumber

columns.items.weightedAmountstring

columns.items.daysInStagenumber

columns.items.expectedCloseDatestring | null

columns.items.contactNamestring | null

columns.items.companyNamestring | null

columns.items.ownerNamestring | null

columns.items.sourceenum<string> | null

Available options: inbound_email, website_form, referral, cold_outreach, event, social, existing_customer, partner, other

columns.items.createdAtstring

columns.items.updatedAtstring

totalsjson

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