What this screen is for
A deal is an opportunity with a value attached, moving through the stages of your pipeline. You can read it as a board, where each column is a stage, or as a list. Four tiles report the total number of deals, the pipeline value, the value won and the total value.
Filters cover a keyword search and a stage. A link into stage management lets you change the pipeline itself — the stages, their order and which count as won.
When to use it
Use the board for day-to-day pipeline management and the list when you need to search or scan. Any forecast conversation starts here, since the pipeline value on this screen is what the dashboard reports.
What you see on this screen
Four tiles head the page: Total Deals, Pipeline Value (deals in stages marked neither won nor lost), Won Value and Total Value.
On the Board, each column is a stage and its header carries the stage name, its probability, the number of deals, the total value in the stage, and a weighted value marked with a tilde — the same total reduced by the stage's probability. A card shows the title, the contact or No contact, the value, the expected close date, and the contact's email and phone with a WhatsApp button.
The List has six columns: Deal Title, Contact, Stage, Value, Close Date and Actions.
Filters and actions
Show Filters opens a search over deal titles and a stage list, with Search and Reset. The plus on a board column quick-adds a deal into that stage, taking a title, contact, email, phone, value, date, source and owner. Dragging a card between columns changes its stage.
Manage Stages is where the pipeline itself is defined.
Status values
Stages are your own, but each is marked as won, lost, or neither, and that marking — not the name — is what the totals use. Won stages feed Won Value, lost stages drop out of the pipeline, and the rest make up Pipeline Value. Moving a deal into a won or lost stage records its closing date.
Related
- Leads — where deals originate
- Accounts — customers, with their won and open values
- My Deals — the same pipeline narrowed to you