Deal Detail journey
Deal Detail journey
Deal Detail is the workspace for one opportunity. Open it from a deal row when the list view is no longer enough and the user needs to understand the full sales context.
Start with the full page
Image guide: Read this page in the same order DOE presents it: breadcrumb and header first, Product Interest Fit and metrics next, then Signals, Deal Details, stakeholder coverage, checklist work, Events, Manage Stakeholders, Activities, and Njord AI.
Correct user journey
- Confirm the breadcrumb says Deals and the right deal record is open.
- Read the header: deal name, linked account, deal type, value, close date, stage, and owner.
- Review Product Interest Fit, trend, key metrics, and targeting channels before making forecast decisions.
- Read Signals to understand who is engaging and what evidence exists.
- Check the Deal Details card for owners, stage, value, type, probability, close date, locations, champion, title fight, and remarks.
- Review Stakeholders Targeting Map, Traffic Light, and Sales Checklist to understand buying-group coverage.
- Use Events for meetings, notes, summaries, and transcripts.
- Use Manage Stakeholders when people need to be assigned, targeted, searched, filtered, exported, or removed.
- Open Activities when the user needs a record-change audit trail.
- Use Njord AI after the visible deal evidence is understood.
What each subsection explains
| Subsection | What the user learns |
|---|---|
| Breadcrumb | How to confirm they are on the correct deal. |
| Deal header | The deal identity and forecast summary. |
| Header actions | Where Activities opens from. |
| Product interest and metrics | PIF, engagement totals, and targeting channels. |
| Signals | Recent evidence from people, pages, CTAs, and ads. |
| Deal details card | Editable deal metadata and longer remarks. |
| Stakeholder maps and checklist | Coverage, sentiment, readiness, and remaining sales work. |
| Deal events | Meetings, note taker entries, summaries, analysis, and transcripts. |
| Manage stakeholders | Deal stakeholders, account stakeholders, toolbar actions, columns, and bulk actions. |
| Deal activities | Who changed what and when. |
| Njord AI | Deal-aware summaries, risks, and next actions. |