CRM Pipeline

Deal pipeline: stages, amounts and probabilities, drag between stages. Pro · Work and teams › Sales and processes

Installation

npx valyro-cli@latest login
npx valyro-cli@latest add crm-pipeline

npm install valyro-ui-pro

import 'valyro-ui-pro/styles.css';
import { CrmPipeline } from 'valyro-ui-pro';

Prop	Type	Default
`stages` *	`CrmStage[]`		Board columns left to right; each sets its win probability and whether it closes deals as won or lost.
`deals`	`CrmDeal[]`		Controlled `deals`; use with `onDealsChange`.
`defaultDeals`	`CrmDeal[]`		Initial `deals` when uncontrolled.
`onDealsChange`	`(deals: CrmDeal[]) => void`		Called with every deal after a move (pointer or keyboard). Board order is the array order.
`onDealMove`	`(deal: CrmDeal, to: CrmStage, from: CrmStage) => void`		Called once per completed move between stages, e.g. to ask for a loss reason.
`onDealClick`	`(deal: CrmDeal) => void`		Click or Enter on a deal.
`onAddDeal`	`(stage: CrmStage) => void`		Shows a + button in every open stage header.
`collapsedStages`	`string[]`		Ids of stages shown as a narrow rail.
`defaultCollapsedStages`	`string[]`		Initial `collapsedStages` when uncontrolled.
`onCollapsedStagesChange`	`(ids: string[]) => void`		Called with the new `collapsedStages` when it changes.
`currency`	`string`	`'USD'`	ISO 4217 code for amounts. Default "USD".
`showSummary`	`boolean`	`true`	Show the totals bar above the board. Default true.
`locale`	`string`		Number, currency and date formatting. Defaults to the `ThemeProvider` locale, then the browser's.
`labels`	`Partial<CrmPipelineLabels>`		Overrides for the built-in English text; keys left out keep their defaults.

Approval Flow — Multi-stage approvals: sequential and parallel stages, decisions with reasons, history
Goal Tracker — OKRs: objectives and key results, statuses, confidence, check-ins with history
Onboarding Checklist — Onboarding checklist: progress, hints with CTAs, dismissal and celebration
Course Path Navigator — Course map: modules, locks, progress and skills, a list on narrow screens
Calendar View — Event calendar
Scheduler — Scheduler: day, week, month and resource timeline, drag and drop, recurrence
Kanban Board — Task board
Gantt Chart — Gantt charts with dependencies and drag to reschedule
Booking Slots — Meeting booking: calendar, slots in the guest’s time zone, form and confirmation
Team Members — Team members: roles, email invites, pending invitations, seat count
Org Chart — Org chart: zoomable, pannable tree with search and collapsible branches
Activity Feed — Activity feed