Customised pipeline

[Geurt]

Hi community. I want to create a pipeline with a 'trello' like view. So in the horizontal columns I want to create months (expected money to come in) and in the vertical a list of 'leads' with info f.i. on item, €amout. %. So I can see per month the probable income. Can I create that myself and how? Thanks

[Tnichs · Accepted solution]

HI, Two ways of achieving the goal that you're after. The first is that you go to settings>Sales>Deals and then change the stage names to the months and put in the probability. The second way isn't going to give you the columns, but what you could do is create a filter using the 'close date' propert

[Geurt]

Thanks! I will have a look!