Deals

Deals show your CRM pipeline beside realized revenue. Compare open opportunities with the account's purchases on the same axes. Open the Deals panel from the Browse group in the right sidebar.

Deals require a configured CRM data source. The fields and filters you see depend on the deal data available for your organization.

Browsing deals

The count bar shows the number of matching deals. Large lists show Showing X of Y deals as more cards load.

• Search: searches deal names and configured deal attributes.
• Sort: Newest, Oldest, Value (high to low or low to high), or Longest open.
• Filter: Stage and Owner, plus your organization's configured deal dimensions, derived from the loaded deals. Facility, region, or manufacturer may appear when your data includes them.

Each card shows the deal name and value, configured attributes, stage and sub-stage, and owner. The value is blue for open pipeline, green for Closed Won, and muted for Closed Lost. Open deals show their age and estimated close date when available; closed deals show the actual close date and completed cycle length. Longest open uses that completed length for closed deals.

Reading a deal

Click a card to open the detail view. It shows the value, stage and sub-stage, lifecycle timing, owner, and configured attributes. When available, Rep forecast shows an estimated close date and probability; the history rail shows the deal's stage progression:

Deal records are read-only here. Edit them in the CRM; the changes sync back into River.

Deals on the river

Deals can render directly on the river as stage-colored badges, pinned to the month each deal opened:

Turn the badges on from the Deals tab of the toolbar's Icons popover. Selecting Stage or Owner chips places the badges on the canvas. A deal lands on bands matching its configured dimensions, such as facility or region. The popover lists the groupings available for your data. Other groupings show no badges. Clear all Stage and Owner selections to hide deal badges.

When multiple deals open in the same band-month, they collapse into one badge with a +N count. Click the badge to page through the cell's deals. Each entry shows its stage, value, available attributes, and owner. Select View to open the full record in Deals.

For a pipeline review, search for an account or attribute. Select Stage and Owner filters. Sort by Longest open to inspect older opportunities. Use the river badges to compare those opportunities with the account's realized revenue.