Deal Details

The Deal Details page provides a complete snapshot of an individual deal, including its stage, ownership, revenue potential, probability, and key dates. This view helps sales teams track the deal’s progress and make informed decisions to move it forward.

Deal Stage	The current stage of the deal in the sales process, with visual progress indicators.
Deal Owner	The team member responsible for managing and closing the deal.
Deal Source	The origin of the deal, showing where it came from.
Total Revenue	The total monetary value of the deal if successfully closed.
Last Sync Time	The most recent time when deal data was updated or synced from an external system.
Deal Type	The category of the deal based on its nature.
Priority	The importance level assigned to the deal.
Record Source	The platform or system where the deal record originated.
Days to Close	The estimated number of days remaining until the deal’s close date.
Forecasted Amount	The projected revenue from the deal based on current progress and probability.
Deal Probability	The likelihood of closing the deal, expressed as a percentage.
Deal Score	A numerical value representing the health or potential of the deal.
Current Step	The immediate next action or milestone in the sales cycle.
Record ID	A unique system-generated identifier for the deal record.

The following project information is accessible from the left menu panel on the deal details page.

• Overview

• Shared Work

• Meetings

• Meeting Insights

• Deal Documents

• Case Studies

• Pricing & Proposals

• Security Documents

Let's look into each of these in detail.