> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a weekly pipeline review

> Use Board view and saved views to walk your team through every active deal in 30 minutes.

## Goal

Hold a regular weekly pipeline meeting that touches every active deal, surfaces what's stuck, and decides next steps. Keep it to 30 minutes.

## What you'll do

1. Prepare a saved view filtered to active deals
2. Switch to Board view for visual scanning
3. Walk through deals column by column
4. Capture decisions as notes and reminders

## Step by step

### 1. Prepare a saved view

In your deal pipeline list, build a filter for **Status is not 'Closed Won' or 'Closed Lost'**, sorted by deal value (largest first). Save it as "Active Pipeline".

For setting up saved views: [How to customize saved views in your lists](/features/lists/how-to-customize-saved-views-in-your-lists)

### 2. Switch to Board view

Click the view toggle to switch from Sheet to Board view. Deals will be grouped by Status column — perfect for scanning what's where.

For Board view basics: [Pipeline overview](/features/pipeline/overview)

### 3. Walk through the columns

Go left to right (early stage → late stage), pause on each deal, and ask:

* Did anything change this week?
* What's blocking it from advancing?
* Who owns the next step?

### 4. Capture decisions

For each deal:

* Drag the card to a new column if the status changed
* Add a note for any meaningful update
* Set a reminder for the next checkpoint

For reminders: [How To Set Reminders In Affinity](/features/pipeline/how-to-set-reminders-in-affinity)
For notes: [How to add and view notes in Affinity](/features/notes/how-to-add-and-view-notes-in-affinity)

## Tips

* Lock the saved view (Admin-only) so the team always sees the same filter
* Use Status triggers to automate status changes when certain fields update — see [How To Set Up Status Triggers](/features/pipeline/how-to-set-up-status-triggers)

## Related

* [Pipeline overview](/features/pipeline/overview)
* [Customize saved views](/features/lists/how-to-customize-saved-views-in-your-lists)
* [Status triggers](/features/pipeline/how-to-set-up-status-triggers)
* [Affinity Analytics dashboards](/features/analytics/overview)


## Related topics

- [Tutorial 18: Advanced Deal Flow and Forecasting](/s/article/Tutorial-18-advanced-deal-flow-and-forecasting.md)
- [How to quickly audit and update stale deals in your pipeline](/s/article/How-to-quickly-audit-and-update-stale-deals-in-your-pipeline.md)
- [How to manage your pipeline efficiently using saved views](/s/article/How-to-manage-your-pipeline-efficiently-using-saved-views.md)
- [Tutorial 12: Advanced Pipeline Management](/s/article/Tutorial-12-advanced-pipeline-management.md)
- [How to Create and Use Saved Views in New Lists](/s/article/How-to-create-and-use-saved-views-in-new-lists.md)