Pipeline puts every opportunity and every booking on one board, so you can see the whole run of work from an open posting through to a delivered event. Find it under Marketplace → Pipeline.
The board is read-only. Nothing you do on this page moves a card. There is no drag-and-drop — the affordance in the header is explicitly marked "Soon" — and no stage dropdown. A card moves when the record underneath it changes somewhere else: an opportunity is approved, a booking is paid, an event is delivered. The board is a mirror of that, never a control for it.
Access is gated on the Bookings permission, not Marketplace. That is deliberate — the board is mostly bookings, and it is the bookings module that decides whether you can see it. Without it you get a plain "ask an organization admin for the Bookings permission" message.
The five stages
| Stage | What sits here |
|---|---|
| Opportunities Open | Posted and seeking talent — not yet booked. |
| Booking In Progress | Draft, pending approval or awaiting payment. |
| Confirmed | Paid and locked in. |
| Completed | Event delivered. |
| Closed | Cancelled, rejected, expired, disputed or refunded. |
The exact mapping, so you can predict where anything will land:
Bookings. Draft, Pending Approval and Pending Payment → Booking In Progress. Confirmed → Confirmed. Completed → Completed. Cancelled, Disputed and Refunded → Closed.
Opportunities. Draft, Awaiting Review, Changes Requested and Live → Opportunities Open. Rejected, Expired and Cancelled → Closed.
An opportunity that reaches Booked or Filled leaves the board entirely. That is not a bug. It has become a booking, and the booking is already on the board — showing both would count the same real deal twice. So when you convert an application, watch the card move out of Opportunities Open and a new booking card appear in Booking In Progress.
The cards
Each card shows the title, its own status badge, whether it is a Booking or an Opportunity, the event date and a reference code. Bookings show their agreed amount; opportunities show their budget range, or nothing at all if no budget was set — an unbudgeted opportunity is left blank rather than shown as zero.
Each column shows its first five cards; Show all (N) opens the rest, and Show fewer puts them away. Closed starts collapsed, showing only how many cards it holds — open it when you need it. The order puts the next thing to deal with on top: in Opportunities Open, Booking In Progress and Confirmed, upcoming events come soonest first, then any whose date has already passed (most recent first); in Completed and Closed, the most recent come first. Undated cards are always at the bottom. Clicking a card opens the record it came from.
The four counters
- Open Opportunities — how many opportunities are sitting in Opportunities Open.
- Active Bookings — bookings in Booking In Progress or Confirmed. Completed and closed bookings are not counted.
- Pipeline Value — the total agreed amount of exactly those active bookings, shown as one total per currency (for example “$1,200 USD · $1,413 CAD”) — amounts in different currencies are never added together. Read this carefully: it counts bookings only. Opportunity budgets are not included, however large, because a budget is an intention and not money anyone has committed. It is also the agreed amount, not the total charged — the client service fee is not in this number.
- Completed — bookings that have reached Completed.
The counters describe the whole board and do not change when you filter it.
Filtering
Three source buttons — All, Bookings, Opportunities — switch which kind of record is on the board. The workspace Filter bar at the top of the page adds a date range and a status. The status list is built from the cards actually on your board, so it mixes booking and opportunity statuses rather than offering you statuses nothing on screen could match.
Setting a date range hides any card with no date, since a card without a date cannot satisfy a range.
What this does not do yet
- No drag-to-move. Marked "Soon" in the header.
- No search box. Use the source buttons and the Filter bar, or the workspace-wide search.
- No location filter. A card can come from a booking or an opportunity, and the two don't share a location field the board could filter on.
- No custom stages. The five above are fixed.