> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/sales-deal-room/deal-details.md).

# 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.

<table data-header-hidden><thead><tr><th width="214">Label</th><th>Action</th></tr></thead><tbody><tr><td>Deal Stage </td><td>The current stage of the deal in the sales process, with visual progress indicators. </td></tr><tr><td>Deal Owner </td><td>The team member responsible for managing and closing the deal. </td></tr><tr><td>Deal Source </td><td>The origin of the deal, showing where it came from. </td></tr><tr><td>Total Revenue </td><td>The total monetary value of the deal if successfully closed. </td></tr><tr><td>Last Sync Time </td><td>The most recent time when deal data was updated or synced from an external system. </td></tr><tr><td>Deal Type </td><td>The category of the deal based on its nature. </td></tr><tr><td>Priority </td><td>The importance level assigned to the deal. </td></tr><tr><td>Record Source </td><td>The platform or system where the deal record originated. </td></tr><tr><td>Days to Close </td><td>The estimated number of days remaining until the deal’s close date. </td></tr><tr><td>Forecasted Amount </td><td>The projected revenue from the deal based on current progress and probability. </td></tr><tr><td>Deal Probability </td><td>The likelihood of closing the deal, expressed as a percentage. </td></tr><tr><td>Deal Score </td><td>A numerical value representing the health or potential of the deal. </td></tr><tr><td>Current Step </td><td>The immediate next action or milestone in the sales cycle. </td></tr><tr><td>Record ID </td><td>A unique system-generated identifier for the deal record. </td></tr></tbody></table>

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

* Overview
* Shared Work
* Meetings
* Meeting Insights
* Deal Documents
* Case Studies
* Pricing & Proposals
* Security Documents

Let's look into each of these in detail.