Sales deals
Sales deals at /sales/deals lists the deal rows inside the Sales workspace: each deal with its stage, value, close date, and stalled state. Pipeline mechanics (stages with probabilities for weighted forecasting) are configured under Deals; this surface is where deals get worked.
- The board reads Sales > Deals with an All Deals tab. Stage columns run PROSPECTING, SOLUTION DESIGN, PROPOSAL SENT, RENEWAL, and DECISION MAKER BOUGHT-IN. Table / Board toggles the layout; New Deal creates.
- Each card names the deal and company with value and close date. Stalled badges count the days since movement.
- Column footers carry Total and Weighted per stage. Search, sort, columns, filters, organization, close-date, and pipeline pickers narrow the board.

- Move a deal only when the deal actually moved. The forecast reads these stages; theater here corrupts every number downstream.
- Every deal names its buying roles. A deal with no Champion and no Decision Maker is a hope, not a pipeline row. Labels live under Persona Roles.
- A stalled badge is a question, not a failure. Note the blocker on the row so the next review starts from facts.
- Each deal carries its activity timeline: the notes, calls, and tracked emails attached to it in chronological order. The shared model lives on the Activities hub.
What next
Section titled “What next”- Activities: the shared activity model behind each deal timeline.
- Sales: the workspace around these rows.
- Deals: the pipelines and stage probabilities behind them.
- Persona Roles: the buying-center labels per deal.

