How do I read deal insights?
Pipeline value, win rate, per-stage breakdowns, and recent momentum, computed live from your deals.
On this page
Pipeline value
The value of everything still in motion. It answers the only forecasting question that matters: how much is on the table right now?
Win rate and won versus lost
Wins and losses are totaled by value, and win rate tracks the share you close. Declined deals count, which is exactly why the number is trustworthy.
Stage breakdown and momentum
See how many deals sit in each stage and what they are worth, plus what was created and moved in the last week. Bottlenecks show themselves.
Top contacts
The people behind your biggest pipeline stand out, so you know where the relationships that matter are.
FAQ
Insight questions
How fresh are the numbers?
Live. Insights are computed from your deals when you look, not cached overnight.
Why did win rate drop after a cleanup?
Marking stale deals Declined moves them into the loss column. The number got honest, not worse.