Pipeline overview

In simple words

Pipeline overview is part of SelfRun DealFlow AI. New · In progress · Completed · Rejected at a glance. This guide takes you through it in 8 short steps.

Where it fits in your work — Capture. Website forms, campaigns and CSV imports all create leads in one list.

Before you start

• You need to be signed in to your company's workspace. SelfRun DealFlow AI appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Pipeline overview belongs to Lead management in SelfRun DealFlow AI. New · In progress · Completed · Rejected at a glance.

Step by step

1. 1

   Step 1

   Open SelfRun DealFlow AI

   Sign in and open the SelfRun DealFlow AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Lead & Campaign Analytics”

   In the left menu of SelfRun DealFlow AI, open the page called “Lead & Campaign Analytics” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Day
   • Week
   • Month
   • Year
   • Software Development17
   • Digital Marketing0
   • AI & Automations22
   • Industrial Training15
   • Resource Augmentation16
   • Internship Program20
4. 4

   Step 4

   Find what you need

   Type in the search box (“Name, email, or phone”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Category
   • Status
   • Source
   • Date Range
6. 6

   Step 6

   Read the list

   Each row shows:

   • Campaign
   • Platform
   • Spend
   • Impr.
   • Clicks
   • CTR
   • Leads
   • Cost / Lead
   • Won
   • Revenue
   • ROI
7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Saved Filters
   • Export CSV
   • Today
   • Last 7 Days
   • Last 30 Days
   • This Month
   • This Year
   • Day
8. 8

   Step 8

   Done

   New · In progress · Completed · Rejected at a glance.

Tips

• You can use more than one filter together (Category, Status, Source) to see exactly the records you want.
• The search box accepts: Name, email, or phone. Start typing and the list narrows down.
• Use “Export CSV” to download what you see, for example to share it or keep a copy.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun DealFlow AI → Open “Lead & Campaign Analytics” → Choose a view → Find what you need → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• SelfRun SprintOS

  A won deal creates the client and the project's starting point.

• SelfRun CashFlow AI

  Invoices are raised for won clients without re-entering their details.

• SelfRun SiteCraft AI

  Website forms feed SelfRun DealFlow AI directly.

• SelfRun ViralPulse AI

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the Lead & Campaign Analytics screen, exactly as they appear in the product.

Why use SelfRun DealFlow AI

SelfRun DealFlow AI replaces crm & lead management software and runs independently with its own sign-in and database.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses SelfRun DealFlow AI

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

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