Deals

Today, the pipeline, holds, closing, forecast.

1. Today: reading the momentum stripThe strip at the top of Today splits the value of your open deals into Moving, Due to move, Overdue and Held - click a segment to see only those deals.Concept
2. Overdue, due to move, held, moving - what each band meansA deal is Held if it has a hold, Overdue if it has sat in its stage longer than typical, Due to move if it carries a reason to act now, and Moving otherwise.Reference
3. Open a dealClick New deal, give it a name and a company, and click Create deal - value, contact, stage and next steps can come later.How-toAnyone
4. Advance a deal a stageClick Advance → on the deal's card or page, or drag it one column forward on Pipeline - the move lands in History and the deal's clock restarts.How-toAnyone
5. Put a deal on holdWhen a deal is Overdue or Due, press "What's in the way?", pick what is blocking it and name 1-3 moves that beat it - Today stops chasing you and the forecast moves it to Best case.How-toAnyone
6. Hold categories and what clears themA hold names one of six blockers; ticking every move makes the deal Ready, and Advance lifts the hold.Reference
7. Mark a deal won or lostWon is the last Advance and asks you to confirm; Lost is in the board card's ⋯ menu and asks for a reason. Both land in Closed, where Reopen brings either back.How-toAnyone
8. Forecast: commit, best case, excludedEvery open deal sits in Commit, Best case or Excluded by rule, from its status - not from anyone's optimism - and each bucket says why.Concept