# Prospects

> Companies with active deals in the pipeline - track progress from qualified to closed.

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

Prospects are companies with active deals moving through your pipeline. This is where your team manages day-to-day deal progression - from qualified opportunity to closed revenue.

## Views

### Board View

Drag-and-drop deals across pipeline stages. Each card shows:

- Deal name and company
- Deal value
- Days in current stage
- Assigned rep
- Signal indicators

Drag a card from one stage to another to update its progress.

### List View

A sortable, filterable table of all active deals. Columns include deal name, company, stage, value, probability, close date, assigned rep, and last activity.

Use list view for:
- **Bulk actions** - select multiple deals and update stage, assign rep, or add tags
- **Sorting** - sort by value, close date, or days in stage
- **Filtering** - filter by stage, rep, value range, or custom fields

### Forecast View

Revenue projections broken down by stage, rep, or time period. Each stage's forecast = deal value multiplied by stage probability.

## Deal Detail

Click any deal to open the full detail view:

| Tab | What It Shows |
|-----|-------------|
| **Overview** | Deal value, stage, close date, assigned rep, key dates |
| **Contacts** | Buying committee with roles (champion, decision maker, etc.) |
| **Activity** | Timeline of all emails, calls, meetings, and stage changes |
| **Signals** | Aggregated intent signals from all deal contacts |
| **Notes** | Internal notes with @mentions for team collaboration |
| **Documents** | Attached proposals, contracts, and files |
| **Intelligence** | AI-generated deal insights - competitive analysis, ROI analysis, and recommended next steps |

## Deal Signals

Each deal shows aggregated signals from all associated contacts:

- **Signal score** - combined activity across all deal contacts
- **Intent activity** - are contacts visiting your site or researching keywords?
- **Email engagement** - are they responding to sequences?
- **Meeting activity** - bookings, cancellations, and no-shows

> **Tip:**
> Use deal signals during pipeline reviews to spot at-risk opportunities early. A deal with declining signals and no recent activity is likely stalling - the AE Cockpit will surface these as at-risk decisions automatically.

## Creating a Deal

1. Click **Create Deal** from the board or list view
2. Fill in:
   - **Deal name** - a descriptive name (e.g., "Acme Corp - Enterprise License")
   - **Company** - link to an existing company record
   - **Value** - expected deal value
   - **Stage** - starting pipeline stage
   - **Close date** - expected close date
   - **Assigned to** - the rep owning this deal
3. Click **Save**

## Moving Deals

Move deals through stages by:
- **Dragging** on the board view
- **Editing** the stage field in the deal detail
- **Bulk updating** from list view
- **AI suggestion** - the AE Cockpit recommends stage changes based on activity

Stage changes are logged in the deal activity timeline with timestamps and the user who made the change.

## Related

- [Leads →](https://docs.graph8.com/deals/leads/) - Where new opportunities enter the pipeline
- [Customers →](https://docs.graph8.com/deals/customers/) - Where closed deals land
- [Deal Contacts →](https://docs.graph8.com/deals/deal-contacts/) - Map the buying committee
- [AE Cockpit →](https://docs.graph8.com/deals/ae-cockpit/) - AI-prioritized deal actions
- [Pipeline Settings →](https://docs.graph8.com/deals/pipeline-settings/) - Customize stages and probabilities