Manage and measure Deals better

It’s official: Deals (previously called Objects) are graduating from beta! If you prefer tracking opportunities by Deals, we’ve got new updates to help you manage and measure them more effectively.

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Manage your deals

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Deals are staying customizable. But with this update, you can now apply filters to Deal pipelines allowing you to better manage how they’re displayed and find the Deal you’re looking for faster. You can filter by:

Deal name and/or company
A Deal’s custom fields
A Deal’s native fields (Created at and Created by)

Don’t need all the field options visible? Choose to show or hide them from the pipeline and panel view.

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Measure your deals

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You loved dashboards for people & companies. Now, you can create customizable dashboards for your Deals and get a new level of detail about your team’s sales performance. (For example, get visibility on your closed-won or closed-lost rate for Deals in the last quarter.)

Create a dashboard for your Deals, so you can:

Easily create and share Deal reports
See key metrics quickly and identify areas of improvement
Understand which Deal types you’re consistently winning

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Get more details on how to make the most of these latest updates on the Help Center.

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