# Cards

The area of **Sales** Hablla's Sales area is where you manage your commercial, support, or project processes in a visual and intuitive way. Management is done through **Boards** in the Kanban style, where each **Card** represents a deal, a sales opportunity, a support ticket or an activity in progress.

This tool allows clear tracking of your pipeline, centralizing financial information, contacts, products and related activities in a single place.

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### Creating a New Board (Pipeline)

It all starts with creating a **Board**, which represents a complete process. You can have separate boards for different teams or objectives.

When creating a new board, you define:

* **Board name:** The title that identifies the process (e.g.: "Direct Sales Pipeline").
* **Board type:** The purpose of your pipeline.
* **Reasons for Loss/Win:** Enable it so your team can record why a deal was won or lost, generating valuable data for analysis.
* **Additional Settings:** Define the responsible department, default custom fields and other permissions.

{% hint style="info" %}
The choice of **board type** (Opportunity, Ticket or Activity) is important, as it defines the default fields and behaviors of your pipeline, such as the inclusion of financial values.
{% endhint %}

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### Viewing your Deals

Hablla offers three main ways to view and analyze the cards on your board, allowing you to choose the one that best fits your workflow.

#### Board View (Kanban)

This is the main and most used view. It displays your **Stages (columns)** and the **Cards** within each, providing a clear view of your process flow. You can easily drag and drop cards from one column to another to update their status.

#### List View

For a more straightforward, tabular analysis, the list view displays all cards in rows, with columns for **Status, Name, Labels, Owner,** and dates. It is useful for sorting, ordering and getting an overview of a large volume of deals.

#### Board Dashboard

For analysis and insights, the Dashboard compiles your board's data into charts and indicators. Track important metrics such as:

* **Quantity and Values:** See the total number of cards and the financial value in each status (New, In progress, Won, Lost).
* **Conversion Charts:** Analyze the count of cards by campaign, source and status.
* **Reports:** Access summaries by users and reasons for win/loss.

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### Adding and Managing Cards

#### Adding a New Card (Deal)

To create a new opportunity, click on **"+ Add"**. A form will appear for you to fill in the initial information:

* **Card title:** The name of the deal. **(Required)**
* **Forecast date:** The estimated date for closing.
* **Owner:** The person responsible for the opportunity.
* **Board and List:** Where the card will be created.
* **Custom fields and Description.**

#### Fields of a Deal (Card)

A card stores all the information about a negotiation. The fields include **Main Information** (title, owner, people and organizations linked), **Financial Values** (total value, recurring, discounts), **Important Dates** (forecast, closing), **Status** (in service, won, lost), **Marketing** (campaign, source), **Products** and **Checklist**.

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### Filtering, Importing and Exporting

#### Filtering your Deals

Use the **Custom Filters** to segment your view and find exactly what you need. Available filters include Name, Source, Status, Campaign, Organization, Person, Product, Labels and Department.

#### Importing and Exporting Data

You can add multiple cards at once via spreadsheet import or export your board's data for external analysis in CSV, JSON or XLSX formats.