Timeline

Overview

The Timeline is a Gantt-style view of your deals. Each deal is drawn as a horizontal bar spanning its project start and project finish dates, so you can see your whole portfolio scheduled across the months ahead — and spot where work overlaps or where a gap is opening up.

Reading the chart

• Each deal is a bar running from its start date to its finish date.
• Bar color matches the deal's pipeline stage, the same colors you see on the Kanban board.
• A vertical line marks today.
• The deal name stays pinned on the left as you scroll across time.

A deal only appears on the timeline once it has both a start date and a finish date. See setting project dates below.

Deals that need dates

Deals missing a start or finish date can't be placed on the timeline, so they're hidden. The toolbar shows a "N hidden — needs dates" hint that counts them and links to a filtered list so you can fill in the gaps.

Delays and out-of-order dates

If a deal's finish date ends up before its start date — which can happen mid-reschedule — the timeline doesn't block it. The bar is drawn with a dashed warning style and a ⚠ icon so you can see it needs a quick correction, without losing the deal.

Monthly revenue forecast

Above the chart, each month shows the revenue you can expect to land that month, and the corner shows the total across the whole visible window. Each deal's value is spread across the months its bar covers — so a project that runs for half a year contributes a share to every month it spans, rather than landing as one lump sum on a single date.

Use it to plan ahead at a glance:

• Busy months stand out, so you can line up the people and resources to deliver the work.
• Thin months — a low or $0 figure — show where the pipeline has a gap to fill.

Lost deals are left out of these totals, so the forecast reflects only revenue that's still in play or already won.

Raw vs. weighted

The Raw / Weighted toggle in the toolbar changes how open deals are counted:

• Raw uses each deal's full value.
• Weighted scales each open deal by its stage's win probability, for a more conservative, risk-adjusted view. Won deals always count in full.

The forecast follows whatever filters you've applied, so you can read the expected revenue for just one pipeline, owner, or priority.

Navigating

• The ‹ and › arrows step one month at a time; Today jumps back to the current period.
• Click the window title to jump to any month and year.
• The « and » arrows page forward or back by the full visible window.
• The 3mo / 6mo / 12mo toggle sets how much time fits on screen at once.

Filtering

Narrow the timeline by pipeline, stage, owner, and priority to focus on a slice of your portfolio.

Setting project dates

Project start and finish dates live on each deal. Set them when you create or edit a deal — the Project Start Date and Project Finish Date fields sit just below the close date. You can also ask the AI assistant to set them, including across many deals at once.

Related

• Pipeline — manage the deals shown here
• Calendar — the companion view for tasks, laid out on a month grid by due date