Deals overview

The deal pipeline at a glance: what is open, what it is worth, and why deals are lost.

Where

Leads / Deal › Overview › Deals

Who

Anyone allowed to see this screen.

The top cards give the Open pipeline value and the Weighted forecast, one pair per currency, then the Win rate and the Avg. days to close. The weighted forecast is each deal's value times its stage's probability.

The By stage table shows each Stage with its Probability, Deals, Value and Weighted value; press a row to open the board narrowed to that stage. Only open stages count in the two pipeline figures. Needs attention points out open deals that have stopped moving (Review → opens them). Why deals were lost counts each Reason with its Value lost; each reason opens its deals. Recent activity lists the latest changes, and Open the pipeline → takes you to the deals board.

What Flowrica does here

You can ask her about the screen, for example Open deals by stage.