TypeTable
For Sales
Deal pipeline
Sales teams keep deals in a spreadsheet that never matches the forecast. Here's how a team rebuilds the whole pipeline in TypeTable — just by describing it, in an afternoon.
- Built by chatting
- Team updates in plain language
- Locked for the forecast
01 The problem
The forecast is a guess
Every rep keeps deals in their own tab. Stages are spelled five different ways, values are stale, and by Friday nobody trusts the number. Someone rebuilds the sheet by hand before every review.
Nobody wants a CRM project. They just want the list to be right.
Our deals are scattered across everyone's spreadsheets. The forecast never matches reality.
Let's give the team one shared pipeline. Tell me what you track on a deal and I'll build it.
02 Just describe it
Say it in a sentence
You type what a deal looks like in plain English. TypeTable suggests a table — which fields to include and what rules to apply — and waits for you to approve.
The stage becomes a fixed list, so "in progress" and "almost closed" can never sneak in again.
Track account, stage, value, owner, expected close date, and the next step.
Here's the table I'd create:
- Account
- Stage
- Value
- Owner
- Close date
- Next step
Stage must be one of Lead · Qualified · Proposal · Won · Lost. Value in USD.
03 It's ready
Live in minutes, not weeks
Hit approve and the pipeline is real — a real table you can share with the whole team. No field design, no IT project.
| accounttext | stageenum | valuenumber | close_datedate |
|---|---|---|---|
| Acme Corp | Proposal | $48,000 | Jul 31 |
| Globex | Won | $72,000 | Jun 20 |
| Initech | Qualified | $15,000 | Aug 14 |
04 The team just types
Reps update deals by talking
No complicated forms. No training session. You set it up once; reps just say what changed. TypeTable finds the deal, applies the rules, and saves it clean.
Acme moved to proposal, $48k, closing end of July, next step is send pricing.
Saved — Acme Corp, Proposal, $48,000, closing Jul 31.
Globex signed. Won, $72k.
Set Globex to Won at $72,000. Anything for next step?
Kick off onboarding next week
Saved — Globex, Won, $72,000, next: kick off onboarding.
05 Ask a question, get an answer
"What's my pipeline worth?"
No spreadsheet formulas. You ask in plain language and get the number back instantly — plus a chart you can drop straight into the Monday review.
What's my total open pipeline right now?
sum of value · 18 open deals
Break it down by stage as a chart
06 Keep it trustworthy
Lock the forecast so it holds still
Once the number is agreed, you freeze it. The pipeline becomes read-only — a clean snapshot for the quarter that nobody can quietly edit after the fact.
Unlock any time to keep working.
Freeze the pipeline for our Q3 forecast.
Locked. Rows are read-only until you unlock — the Q3 snapshot won't change.
More use cases
What does your team keep re-typing?
If your team keeps updating the same spreadsheet, TypeTable can replace it. Describe it once and let everyone add records in plain language.
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