View your open deals by using the Open deals view which is available in the funnel, list and timeline views.
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Types of views
In the list view, you can refine your open deals by using the appropriate filter criteria while the funnel view can be used to get a summary of your open deals across each stage and the timeline view helps to view the deals by their expected close date.
Sort Fields
All views support sorting deals by the following fields:
Name
Deal value
Account Name
Deal pipeline
Deal stage
Lost reason
Closed date
Sales owner
Product
Deal value in Base Currency
Payment status
Expected close date
Probability (%)
Territory
Type
Source
Campaign
Last activity type
Last activity date
Created by
Created at
Updated by
Updated at
Webform
Upcoming activities
Deal stage updated at
Last assigned at
Expected deal value
List View (Default and Compact)
Go to the Deals > Click Default List View or Compact List View from the dropdown.
Choose Open Deals from the views dropdown.
You can sort the deals by their deal value, stage, expected close date, and the time when they were created and updated.
You can also use filters like Deal Type, Account name, etc to narrow your list of open deals. You can add filters and save filter criteria as custom views too.
Default List View
Compact List View
Funnel View
Go to the Deals > Click Funnel View
Choose Open Deals from the views dropdown.
You can find your open deals listed under their respective stages (both custom and default).
You can sort the deals by their value, stage, expected close date and the time when they were created and updated too.
You can move them to a different stage, delete them, or mark them as Won and Lost by simply dragging and dropping the deals.
Learn more about the differences between the list and funnel view.
Timeline View
Go to the Deals > Click Timeline view.
Choose Open Deals from the views dropdown.
You can view the deals here based on their Expected close date arranged.
Switch between monthly and quarterly view and hover on the View details button under the month or quarter to get a quick breakup of the deals in the month or quarter.
You can drag and drop the deals to a different month or quarter