Account - What Does The Deal Management Tab Show Me?
What Is the Deal Management Tab?
The Deal Management tab gives you a complete view of all Opportunities linked to the Account—past, present, and in progress.
It’s designed to help you quickly understand:
What deals have happened
What’s in the pipeline
Where risks or blockers may exist
How fast (or slow) each deal is moving
What Can I See in This Tab?
There are three main sections:
Opportunity Table
A detailed list of every deal connected to the Account. Each row includes:
Opportunity Name & Stage – What's the deal and where it's up to
Amount & Close Date – Deal size and expected close
Deal Velocity Indicator – How fast or slow it's progressing
Deal Risk Indicator – Any risks flagged, like unclear timelines or stalled approvals
Relationship Strength Indicator – Whether stakeholder engagement is strong, moderate, or weak
Use this to prioritise high-value deals or review recent wins/losses.
Deal Lifecycle vs Stage Velocity
This bar chart compares:
Deal Age – How long it’s been open
Stage Duration – How long it’s been stuck in its current stage
Use this chart to spot slow-moving or stalled deals that may need intervention.
Example: A deal that’s been open for 120 days but stuck in “Proposal” for 90+ days could indicate a blocker.
Deal Risk vs Opportunity Value
This visual shows high-value deals that have risks attached.
It helps you:
Quickly identify where big deals are at risk
Understand if delays, unclear timelines, or stakeholder misalignment are holding them back
Focus your effort where it counts most
Why It Matters
Spot slow or at-risk deals before they go cold
Prioritise large deals that need help
Learn from past Closed-Won and Closed-Lost patterns
Have more informed pipeline conversations
Tip - Use this tab during pipeline reviews or QBRs. It turns raw CRM data into actionable insights for deal coaching, forecasting, and strategy.