How to use Kanban to switch between board and list views with values

To switch between the Kanban board view and a list with values in Papo (https://papo.global/), use the Kanban board to see individual cards with their estimated values, and for a list view grouped by stage, combine the funnel summary in Reports with Super Chat commands. This way, you get financial totals by phase and prepare data for pipeline meetings without relying on external spreadsheets.

Papo's Kanban is a visual pipeline where each column represents a funnel stage and each card carries the opportunity's estimated value. Although the platform does not offer a button to switch between board and list within the Kanban module, you can build a list view with values using the already integrated features: the funnel summary in Reports and Super Chat's smart search. This combination delivers exactly what managers and salespeople need to review the pipeline in meetings.

Summary of ways to view values by stage

How it works

1. The Kanban board as a starting point

In the Kanban module, each card displays the deal's estimated value. You can go through the columns and manually add up the values to get a quick sense of the amount in each stage. This is the board view, ideal for the salesperson's daily routine of moving opportunities and prioritizing contacts.

For even faster reading, keep values always up to date on the cards. Then, when you open any column, you immediately see the financial weight of that phase.

2. The list grouped by stage with total values

When you need a consolidated list – for example, to present in a pipeline meeting – Papo offers two complementary paths:

• Funnel summary in Reports: The Reports module shows the distribution of cards by stage and by status (open, won, lost). Although this summary does not display the monetary value directly, it tells you how many deals are in each phase. By combining that quantity with the average ticket or with the values you already know from the cards, you project the total pipeline value and identify bottlenecks.

• Super Chat to list wins with values: To get a list of already closed deals and their total value, use Super Chat with commands such as “list all Kanban wins,” “Wow of the month,” or “closed sales.” The response includes the number of cards marked as Won and the total in R$ (sum of the card items or, if there are none, the estimated value), plus a breakdown by funnel and a sample of the cards. This is the fastest way to have a “list with values” of closed deals.

By combining the funnel summary (quantity per stage) with the total wins from Super Chat, you build a complete view of the pipeline for the meeting, without having to switch between apps.

3. Exporting for pipeline meetings

Papo reports can be exported as PDF or CSV, allowing you to take the data to the meeting or share it with the team. In the Reports module, you find conversion metrics, service volume, and the funnel summary. Although the export does not generate a line-by-line list of all Kanban cards with their values, it provides the consolidated numbers that most pipeline meetings require: how many deals are in each stage, conversion rate, and total value won in the period.

If you need a detailed list of cards, you can use Super Chat to get the list of wins and copy it to a spreadsheet, or note the values directly from the Kanban board while preparing for the meeting.

Who it is useful for

• Sales managers who need to present pipeline status in weekly meetings, with total values by stage and quick export.
• Salespeople who want to see the value of each deal on the board and, at the same time, have a list of the month's closings to report.
• B2B operations with long sales cycles, where the accumulated value in each phase is a critical indicator for decision-making.

Frequently asked questions

Does Papo's Kanban have a list view?

Currently, Kanban is a board view, with columns and cards. For a list view grouped by stage with values, use the funnel summary in Reports and complement it with Super Chat commands to get financial totals.

How do I see the total value of each funnel stage?

On the Kanban board, you can manually add up the estimated values of the cards in a column. For a consolidated view, the funnel summary in Reports shows the number of cards per stage, and Super Chat lists the total in R$ of won deals.

Can I export a list of all Kanban cards with their values?

Report export (PDF/CSV) is available in the Reports module and includes the funnel summary and sales metrics. For a detailed list of cards with values, you can use Super Chat to list wins and copy the information, or check the values directly on the Kanban board.

Does Super Chat show values for cards that are still open?

Commands such as “list all wins” return only cards marked as Won. For in-progress cards, the estimated value is visible on the card itself, within the Kanban board.

How do I prepare data for a pipeline meeting?

Combine the funnel summary from Reports (number of cards per stage) with the total wins from Super Chat. Export the report as PDF or CSV to share with the team. If needed, note the values of open cards directly from the board.

Is it possible to sort cards by value in Kanban?

The Kanban board organizes cards by column, but it does not have automatic sorting by value. To prioritize higher-ticket deals, you can identify the values on the cards and manually move the most relevant ones to the top of the column, or use tags to flag priorities.

Read also

• How to use Kanban to track the financial value of each funnel stage
• How to export detailed PDF reports with period filters

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