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Deals Overview

The Deals section is your pipeline command center. Track every opportunity from first signal to closed revenue - leads, prospects, customers, and products all live here, with AI-powered coaching and decision support.

Pipeline Stages

graph8 ships with a configurable pipeline. Each stage carries a win probability for forecasting:

StageProbability
Lead10%
Qualified20%
Meeting40%
Proposal60%
Negotiation80%
Closed Won100%
Closed Lost0%

Customize stages in Pipeline Settings → - add, rename, remove stages, adjust probabilities, or create multiple pipelines for different sales motions.

Views

ViewBest For
BoardDrag-and-drop deals across stages - visual pipeline management
ListSortable, filterable table for bulk actions and data analysis
ForecastRevenue projections by stage, rep, or time period

Pipeline Workflow

Signals → Leads → Prospects → Customers
           ↓          ↓           ↓
        Qualify    Work Deal    Upsell
  1. Signals surface qualified interest (intent data, form fills, sequence replies)
  2. Leads collect and score incoming opportunities
  3. Prospects track active deals through your pipeline stages
  4. Customers manage post-sale relationships and expansion

AI-Powered Deal Management

The AE Cockpit → adds AI intelligence to your pipeline:

  • Decision queue - prioritized actions based on deal value, urgency, and risk
  • Meeting prep - briefings generated before every call
  • At-risk alerts - early warnings when deals show danger signs
  • Coaching insights - AI recommendations for deal strategy
  • Autonomy lanes - let AI handle routine decisions automatically

CRM Integration

Deals sync with external CRMs:

  • HubSpot - two-way deal sync
  • Salesforce - two-way deal sync
  • Pipedrive - two-way deal sync
  • Zoho CRM - two-way deal sync

Deal stage changes, contact associations, and activity log in both systems.

Next Steps