Deals overview
Deals overview
The Deals overview is the starting point for understanding the list. It shows the user where the pipeline stands and gives them the controls needed to find or update opportunities.
Full Deals list
Image guide: Read this screen from top to bottom. The top stage cards summarize the pipeline. The toolbar lets users add, filter, and search. The table rows show the deals that match the current view.
Wide table view
Image guide: The Deals table is wider than the first viewport. Scroll across when the user needs owner, dates, or later columns. Do not assume a field is missing until the table has been scanned horizontally.
Reading order for a normal user
- Confirm Land or Expand.
- Look at the stage cards to understand the pipeline shape.
- Use Add only when a new deal needs to be created.
- Use Filter for structured field-based narrowing.
- Use Quick Search for known text.
- Read the row identity first: deal name and account.
- Continue through stage, PIF, probability, value, close date, owner, and dates.
- Use pagination when total results are larger than the current page.
What each area means
| Area | Purpose |
|---|---|
| Stage cards | Shows how many deals sit in each stage and the value connected to that stage. |
| Add | Opens the create-deal flow. |
| Filter | Opens the structured Filter Deals modal. |
| Quick Search | Narrows the table by known text. |
| Table | Shows the opportunity records and editable fields. |
| Pagination | Controls how many rows appear and which page is visible. |
Use this overview before jumping into a specific subsection. It helps users understand why a deal is visible, why another deal may be hidden, and which control should be used next.