The deal pipeline

Stages, a board and list view, and a daily list of what actually needs you.

All plans Dashboard · Money · Deals

How it works

A deal moves through Inquiry → Negotiating → Signed → Filming → Posted → Invoiced → Paid, plus a separate Lost outcome sitting outside that line. These are the stages of getting paid, not of making content, which is why “Invoiced” is a column and “Editing” isn’t.

Use the Board to drag cards or tap “Move to…” on mobile. The List has sortable columns and filters, including one for Lost. If a stage needs a missing date or amount, such as an invoice due date or paid date, knit.bio asks you to add it before moving the deal.

The Requests tab auto-populates from two sources: brand DMs your Money Inbox already sorted, and Media Kit booking requests. Opening the tab imports anything new into Inquiry automatically; nothing is pre-advanced past Inquiry just because a DM was already replied to.

“Needs you today” ranks what to act on next: money already earned outranks money not yet earned, so a payment that’s overdue always beats a shoot date coming up. A healthy pipeline shows nothing here at all.

Totals stay separate by currency. A creator paid in ₹ and $ sees two pipelines instead of one misleading total. An unstated deal amount stays blank instead of showing as 0.

How it flows

Inquiry
Negotiating
Signed
Filming
Posted
Invoiced
Paid

Set it up

  1. 1

    Open Deals

    Go to Dashboard → Money → Deals.

    Open Deals
  2. 2

    Add or import a deal

    Add one by hand, or open the Requests tab to pull in brand DMs and media-kit bookings that are waiting.

  3. 3

    Move it forward as it happens

    Drag it on the board, tap “Move to…”, or change the stage from the deal’s own drawer.

  4. 4

    Check “Needs you today”

    It only surfaces urgent items. An empty panel means nothing is slipping.

Open Money

Tips to get the most out of it

  • Open the Requests tab regularly. A DM or booking sitting there unimported doesn’t show up in your pipeline or your “Needs you today” alerts.
  • Add each stage date as you go, including shoot, due, and paid dates. Forecast and overdue reminders use these fields.
  • Use the Lost filter chip in List view once in a while. It’s the only place patterns in what doesn’t close become visible.