# Deals Overview

> Manage your sales pipeline from lead to close with deals, forecasting, revenue tracking, and AI-powered deal management.

Source: https://docs.graph8.com/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:

| Stage | Probability |
|-------|------------|
| Lead | 10% |
| Qualified | 20% |
| Meeting | 40% |
| Proposal | 60% |
| Negotiation | 80% |
| Closed Won | 100% |
| Closed Lost | 0% |

Customize stages in [Pipeline Settings →](https://docs.graph8.com/deals/pipeline-settings/) - add, rename, remove stages, adjust probabilities, or create multiple pipelines for different sales motions.

## Views

| View | Best For |
|------|----------|
| **Board** | Drag-and-drop deals across stages - visual pipeline management |
| **List** | Sortable, filterable table for bulk actions and data analysis |
| **Forecast** | Revenue 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 →](https://docs.graph8.com/deals/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

- [Leads →](https://docs.graph8.com/deals/leads/) - Qualified interest entering your pipeline
- [Prospects →](https://docs.graph8.com/deals/prospects/) - Active deals in progress
- [Customers →](https://docs.graph8.com/deals/customers/) - Closed business and upsell
- [Products & Services →](https://docs.graph8.com/deals/products/) - Revenue and subscriptions
- [AE Cockpit →](https://docs.graph8.com/deals/ae-cockpit/) - AI-powered decision queue
- [Deal Contacts →](https://docs.graph8.com/deals/deal-contacts/) - Buying committee mapping
- [Pipeline Settings →](https://docs.graph8.com/deals/pipeline-settings/) - Customize stages and probabilities