Web AppTransactions & Deals
How to Manage the Transactions Dashboard on Web
Customize your transaction dashboard's view
Choose between a detailed list or a visual board to organize and filter your current and closed deals.
- List View:
- Provides a spreadsheet-style layout.
- Best for sorting by Price, Status, or Closing Date.
- Board View (Pipeline):
- Click the Board Icon next to the pipeline title.
- Visualizes your workflow in Kanban columns.
- Filtering: Use the All, Active, and Closed buttons to filter the properties displayed.
- Volume Tracking: Each stage in Board View displays the total number of deals and their combined dollar volume.