At the top of your Deals page, you’ll see fixed stages that summarize your pipeline:
Closed won: For the currently selected time period, this shows the total value of deals marked as closed won.
Open pipeline: The total value of deals in open pipeline stages (not closed, won, or lost).
Forecast: The total value of deals in open pipeline stages multiplied by their deal probability percentage (set in deal stages, explained below).
Best case: The total value of deals in open pipeline stages plus closed won deals.
Average deal size: The total amount of closed won deals divided by the number of closed won deals.
Managing your deal stages
To edit how deals move through your pipeline:
Hover over Admin (bottom left).
Click Deal Stages.
From here you can set:
Stage names – customize the names that best fit your sales process.
Probability – define the chance of closing at each stage (used in Forecast).
Colors – assign colors to make stages visually easier to track.
