Real Estate Pipeline

Sites are designed to help users easily track real estate as it moves through the development lifecycle. While the typical flow follows Seeds > Opportunity > Project > Location, the platform offers flexibility—allowing you to move sites forward, backward or even skip a stage entirely. However, once a site is a location, it cannot revert to an earlier stage.

Below is a breakdown of how these site types are generally understood and used across the platform.

Seeds: These are the earliest stage of the pipeline. Seeds are often unqualified and exploratory real-estate pieces—ideas, leads and parcels that might grow into something more. They’re a way to capture potential, track early interest, and keep your pipeline full of possibilities.

Opportunity: When a site moves into Opportunity, some meaningful action has taken place—perhaps a Letter of Intent, franchise agreement, or development agreement has been signed. At this stage the site has more potential and your team will typically be actively evaluating or negotiating the development path.

Project: Projects mark active development. Construction or conversion has started, and the focus moves to managing timelines, budgets, approvals, team coordination—turning the plan into reality.

Location: Once the site is open for business, it becomes a Location. This is the only automatic conversion within the platform: when you set an opening date for the project, the site becomes a Location. It represents a live, operating site in your network.

This flexible pipeline structure gives clients a shared framework for organizing and tracking real estate across every stage of development. By clearly defining site types while allowing movement that reflects real-world workflows, the platform adapts to how teams actually work—supporting better visibility, alignment, and decision-making from early exploration through opening day.

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