To track the financial value of each funnel stage in Papo's Kanban (https://papo.global/), use the estimated value field on the cards and check the funnel summary in the Reports module. This way, you can view the total number of deals per column and project revenue based on the current pipeline.
Knowing how much money is at stake at each sales phase is essential to forecast revenue and prioritize the right deals. Papo combines the visual Kanban with CRM data and sales reports, allowing you to see the accumulated value at each stage without relying on external spreadsheets.
Summary of ways to track value by stage
| Objective | How to do it | Where |
|---|---|---|
| See the value of each deal | Open the card and check the estimated value field | Card in Kanban |
| Add up the value of a specific stage | View the cards in the column and add up the values manually | Funnel column |
| Get the total of won deals | Use Super Chat with the command “list all Kanban wins” | Super Chat or Reports |
| Project pipeline value | Check the funnel summary (number of cards per stage) and multiply by the average deal size | Reports module |
How it works
1. Assign an estimated value to each card
In Kanban, each card represents an opportunity. For the funnel to reflect financial reality, fill in the estimated value field when creating or editing the deal. This value can be the expected average deal size, the total proposal amount, or the sum of the items that make up the sale.
With the value recorded, you can open the card at any time and know the amount of that deal — without needing to look up information in other systems.
2. Track the total value of a stage directly in Kanban
Kanban columns group cards by phase (e.g., “Proposal,” “Negotiation,” “Demo”). To know the accumulated value in a stage, simply view the cards in that column and add up the estimated values. Although the platform does not display an automatic total in the column, the visual layout of the cards allows a quick read of the financial pipeline.
As deals progress, move cards between columns by dragging them or using Super Chat with commands such as “move Company X's deal to the Negotiation stage.” The conversation history and internal notes remain linked to the card, keeping the full context.
3. Check the total of won deals with Super Chat
For an immediate view of revenue already realized, Super Chat offers a powerful shortcut. Just type “list all Kanban wins,” “Wow of the month,” or “closed sales.” Papo returns the number of cards marked as Won and the total in R$ — which corresponds to the sum of the card items or, if there are none, to the estimated value. The result also includes a breakdown by funnel and a sample of the cards, making it easier to verify.
This feature replaces the need to export data to spreadsheets and helps project the period's result quickly.
4. Use the funnel summary for financial projections
In the Reports module, the funnel summary shows the distribution of cards by stage and status (open, won, lost). Although it does not display the monetary value directly, it tells you how many deals are in each phase. By combining that quantity with the average card value (or your operation's average deal size), you can estimate the total pipeline value and identify bottlenecks — for example, many deals stuck in the “Proposal” stage may indicate the need for follow-up.
Sales reports also allow you to track the number of conversions and the total value of won deals, providing a consolidated view of the funnel's financial health.
Who it's useful for
- Salespeople who need to know how much money is in each phase to prioritize the right contacts and hit targets.
- Sales managers who want to project revenue, identify bottlenecks, and hold the team accountable based on real pipeline data.
- B2B operations with long cycles and high deal values, where the accumulated value at each stage is a critical indicator for financial planning.
Frequently asked questions
Does Kanban automatically show the total value of each column?
Currently, the Kanban view does not display an automatic total per column. However, you can see the estimated value on each card and add them up manually. For a consolidated view, use the funnel summary in Reports and multiply the number of cards by the average value.
How do I see the total value of all won deals?
Use Super Chat and type “list all Kanban wins,” “Wow of the month,” or “closed sales.” Papo returns the number of won cards and the total in R$, considering the sum of the card items or the estimated value.
Does the funnel summary show the financial value by stage?
The funnel summary displays the number of cards in each stage and their status (open, won, lost), but not the monetary value. To get the total value of a stage, multiply the number of cards by the average deal size or add up the values manually in Kanban.
Can I change a card's estimated value after it is created?
Yes. Just open the card and edit the estimated value field. The change is recorded and immediately reflected in Super Chat queries and reports.
Can I filter value by salesperson or by funnel?
Sales reports allow you to analyze performance by agent and by funnel. For a detailed value breakdown by salesperson in a specific stage, you can view the cards assigned to each person in Kanban and add up the values.
Can Super Chat add up the value of a stage other than “Won”?
The command “list all wins” returns only cards marked as Won. For other stages, the most direct way is to view the corresponding column in Kanban and add up the card values.
Read also
- How to use Kanban to track follow-ups on sent proposals
- How to configure the sales funnel for a complex B2B cycle in Kanban
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