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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.
Sales deals at /sales/deals: pipeline board with stage columns, deal cards carrying value, close date, and stalled badges, and totals per column
  • 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.
  • 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.