*Workflows › Reference › Actions › 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.

## 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 |

ACTION `crm.opportunities.board`

## Inputs

| Name | Type | Required | Description |
| --- | --- | --- | --- |
| `pipelineId` | string | Yes | **Pipeline.** Each stage of this pipeline will be a column of the summary. |
| `status` | enum<string> | No | **Opportunities to include.** If you leave it empty, all are included: open, won and lost. `open`, `won`, `lost`, `all` |
| `ownerStaffId` | string | No | **Owner.** Counts only this person's opportunities. |
| `contactId` | string | No | **Contact person.** Counts only this contact person's opportunities. |
| `companyId` | string | No | **Company.** Counts only this company's opportunities. |
| `source` | enum<string> | No | **Source.** Counts only the opportunities that arrived through this channel. `inbound_email`, `website_form`, `referral`, `cold_outreach`, `event`, `social`, `existing_customer`, `partner`, `other` |

## Outputs

| Name | Type | Description |
| --- | --- | --- |
| `pipelineId` | string |  |
| `pipelineName` | string |  |
| `columns` | object[] |  |
| `columns.stageId` | string |  |
| `columns.stageName` | string |  |
| `columns.stageType` | enum<string> |  `open`, `won`, `lost` |
| `columns.stageOrder` | number |  |
| `columns.count` | number |  |
| `columns.rawAmount` | string |  |
| `columns.weightedAmount` | string |  |
| `columns.items` | object[] |  |
| `columns.items.opportunityId` | string |  |
| `columns.items.identifier` | string |  |
| `columns.items.name` | string |  |
| `columns.items.status` | enum<string> |  `open`, `won`, `lost` |
| `columns.items.amount` | string |  |
| `columns.items.currency` | string |  |
| `columns.items.pipelineId` | string |  |
| `columns.items.pipelineName` | string |  |
| `columns.items.stageId` | string |  |
| `columns.items.stageName` | string |  |
| `columns.items.stageType` | enum<string> |  `open`, `won`, `lost` |
| `columns.items.effectiveProbability` | number |  |
| `columns.items.weightedAmount` | string |  |
| `columns.items.daysInStage` | number |  |
| `columns.items.expectedCloseDate` | string |  |
| `columns.items.contactName` | string |  |
| `columns.items.companyName` | string |  |
| `columns.items.ownerName` | string |  |
| `columns.items.source` | enum<string> |  `inbound_email`, `website_form`, `referral`, `cold_outreach`, `event`, `social`, `existing_customer`, `partner`, `other` |
| `columns.items.createdAt` | string |  |
| `columns.items.updatedAt` | string |  |
| `totals` | json |  |

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Canonical URL: https://docs.filmo.io/workflows/reference/actions/crm-opportunities-board  
Last updated: 2026-10-25