How to customize pipeline views for your sales team in Revenuegrid

If your sales team dreads opening the pipeline because it’s cluttered or irrelevant, you’re not alone. Default pipeline views are rarely a perfect fit—they’re either too busy or missing key info your reps need. The good news? You can actually fix this in Revenuegrid—if you know where to look and what to tweak.

This guide is for sales managers, ops folks, or anyone on the hook for making your CRM less of a mess. We’ll walk through how to customize pipeline views in Revenuegrid so your team sees what matters, not a data swamp.

Why bother customizing pipeline views?

Let’s be real: Out-of-the-box CRM views are designed for “everyone”—which means they’re perfect for no one. Custom pipeline views let you:

  • Highlight real sales priorities (not vanity metrics).
  • Remove noise so reps can focus.
  • Make pipeline reviews less painful for everyone.

If you’re hoping for a “set it and forget it” solution, sorry. You’ll need to check in on your setup now and then. But once you get the basics down, tweaking is pretty painless.

Step 1: Map out what your team actually needs to see

Before you dive into settings, talk with your team. Find out:

  • What fields or info do they actually use day to day?
  • What’s missing from the default view?
  • Which columns or filters are just taking up space?

Don’t overthink this. Grab a coffee, look at the current pipeline together, and make a quick list. If you skip this step, you’ll end up customizing for yourself, not your team.

Pro tip: Ask your top reps what they look at first in the pipeline. Their workflow probably tells you what really matters.

Step 2: Understand what’s customizable in Revenuegrid

Revenuegrid gives you a few ways to tweak pipeline views. But not everything is up for grabs, and some controls are easier to find than others. Here’s what you can usually customize:

  • Columns: Add, remove, or reorder columns to show the fields you care about.
  • Filters: Save custom filters so reps see just their deals, by stage, or by region—whatever matters.
  • Sorting: Choose default sorting (like by close date, deal size, or last activity).
  • Grouping: Group deals by owner, stage, or custom criteria.
  • Card layouts: If you’re using Kanban-style views, you can pick which info shows on each card.

You can’t always rename fields or change the underlying data structure—those are admin-level changes. We’re focusing on user-level tweaks here.

Step 3: Customize columns to cut the clutter

Here’s where most of the payoff comes. To adjust columns in Revenuegrid:

  1. Open the pipeline view your team uses most often.
  2. Look for a gear icon ⚙️ or “Customize columns” option—usually at the top right.
  3. Add columns for the stuff you actually check (think: deal amount, close date, stage, account, next step).
  4. Remove anything you never use. If you don’t know what a field is for, your team probably doesn’t either.
  5. Drag and drop to reorder columns. Put the most important info on the left—don’t make people scroll.

What to avoid: Don’t add every possible field “just in case.” You’ll slow everyone down. If you’re unsure, leave it out and see if anyone complains.

Step 4: Set up useful filters (and save them)

Filters are your friend—especially for big teams or messy pipelines. Here’s how to set them up:

  1. Find the filter panel or funnel icon (usually near the top).
  2. Pick filters that reflect how your team actually works. Examples:
    • Only show open deals.
    • Only show deals owned by the logged-in rep.
    • Filter by deal stage, region, or custom field.
  3. Once you’ve got a filter setup you like, save it as a custom view. That way, you (and your team) can jump back to it with one click.

You can usually save multiple filter sets for different use cases—like “My pipeline,” “Stalled deals,” or “Q3 focus.”

Pro tip: Give saved views clear, boring names. “Big Fish” or “Hot List” sounds fun, but “$50K+ Deals Closing This Quarter” is actually useful.

Step 5: Tweak sorting and grouping for real-world workflows

Sorting and grouping make a bigger difference than you’d think. Here’s how to use them:

  • Sorting: Choose a default—like “Close Date (soonest first)” or “Deal Size (largest first).” This shapes how reps triage their day.
  • Grouping: For Kanban or board views, group by stage, owner, or whatever helps your team visualize progress.

Test out a few combos. Sometimes “by stage” makes sense, sometimes “by rep” is better for team reviews.

Watch out: Over-grouping can get confusing. Stick to one logical grouping per view to keep it readable.

Step 6: Adjust card layouts for Kanban views

If your team uses the Kanban/board-style view in Revenuegrid, you can usually control what shows up on each deal “card.” To customize:

  1. Open the board view.
  2. Click the customize or layout button (look for options near the board title).
  3. Choose which fields show on the card face. Keep it minimal—deal name, stage, amount, and next step are usually enough.
  4. Preview the changes; make sure key info isn’t cut off or hidden.

Don’t: Stuff every possible field on the card. If it’s not visible at a glance, it’s not helping.

Step 7: Share and lock down team views (if needed)

Once you’ve got a view dialed in, you can usually share it with your team or set it as the default. This saves everyone from having to set it up from scratch.

  • Look for a “share” or “set as default” option in the view settings.
  • Decide if you want everyone to use the same view, or just make it available as a starting point.

Heads up: Forcing one view on everyone can backfire—some reps will want to tweak their own. It’s usually smarter to set up a recommended default and let power users adjust from there.

Step 8: Test, get feedback, and iterate

Don’t assume you nailed it on the first try. Have your team use the new view for a week or two, then check in:

  • What’s missing?
  • What’s still cluttered?
  • Are folks using saved filters and views, or ignoring them?

Be ready to adjust. Pipeline needs change as your process evolves—don’t treat your setup as sacred.

Pro tip: Make one person the “pipeline view owner” who checks in every quarter. Otherwise, things drift and get messy fast.

What works, what doesn’t, and what to ignore

Works well:

  • Removing fields nobody uses—makes everyone happier.
  • Saved filters for different roles or priorities.
  • Simple, clear card layouts for Kanban boards.

Doesn’t work:

  • Over-customizing for edge cases. If only one rep wants a six-column view, don’t change it for everyone.
  • Relying on “default” views to stay relevant forever. They won’t.

You can skip:

  • Fancy color coding or emojis. They look fun but rarely make the pipeline clearer.
  • Endless custom fields for “potential use cases.” If you’re not using it now, leave it out.

Keep it simple—and don’t be afraid to tweak later

Customizing pipeline views in Revenuegrid isn’t magic, but it’s the difference between a CRM your team tolerates and one they actually use. Start simple, focus on what your team cares about, and don’t be afraid to change things as you go. The perfect pipeline view is the one that helps your reps sell—everything else is just window dressing.