Sales Domain Views: Pipeline and Forecast Projections

Sales domain views are read-only projections assembled by Spine Fabric from your connected CRM, engagement, and conversation systems. Each view is scoped to the user and refreshed on demand. Use this table to understand what data powers each view and how it is filtered.

View Name	Purpose	Source Data	Projection Rule	Primary Persona
My Pipeline	Track open opportunities	Salesforce, HubSpot	Owner equals current user, Stage not Closed	AE, SDR
Forecast	Period revenue rollup	Salesforce, HubSpot	Rolls up by close date and category	Sales Manager, RevOps
Deal Reviews	Deep context on active deals	Salesforce, Gong, Outreach	Stage equals Active, Close date within 90 days	AE, Manager
Active Prospects	Leads currently being worked	HubSpot, Outreach, LinkedIn	Lead status Working or Contacted	SDR
Won/Lost Analysis	Closed outcome patterns	Salesforce, HubSpot	Stage equals Closed Won or Closed Lost	Manager, RevOps
Activity Timeline	Chronological engagement log	Gmail, Slack, Outreach, Gong	Match on email domain or CRM contact	AE, SDR
Account 360	Unified account context	Salesforce, HubSpot, LinkedIn	Account ID match across sources	AE, Manager
Quotes Sent	Pricing proposal tracking	Salesforce, HubSpot	Quote created within 90 days	AE, Manager

Note that views respect user permissions from source systems. If you cannot see an account in Salesforce, you will not see it in SpineWorkspace either.

Domains Overview

Account Success

Technical Account Success

Business Operations

Finance & RevOps

Sales

Marketing

Content

Service

Product Engineering

Personal

Human Resources

Legal

Support

Founder Ops

Operations

Sales Domain Views: Pipeline and Forecast Projections

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