Dashboard
Where your pipeline stands today: active customers, open deal value, deals won this quarter, what needs attention, and pipeline analytics.
Dashboard is the first page Deal Hub opens: Where your pipeline stands today, and what needs attention next.
The stat cards
| Card | Shows |
|---|---|
| Active customers | Every customer in your workspace |
| Open deal value | The contract value of your open deals, from the customer prices Deal Hub knows. A short line says how many lines have no customer price yet |
| Won this quarter | Contract value of deals marked Won this quarter |
| Needs attention | Open deals Missing pricing or owner. Select the card to open the Customers list filtered to those deals |
Pipeline analytics
Your open deals, with their Total contract value and Total profit (the same figures as the Contract Value and Total Profit columns on the Customers list).
Choose what the charts measure with the three buttons at the top right: Customer count, Contract value or Total profit. Then choose a tab:
- Likelihood & pricing: a chart of your deals by CSP likelihood (High, Medium, Low, Not set) beside your deals by pricing level (Level A to D)
- Trend by date: open agreements by the month they end, split by stage (Target, Engaged, Negotiation)
If your deals are in more than one currency, the money charts show one currency and say how many deals are in another.
No customers yet
With no customers, the dashboard says No customers yet: Each customer connects through their own link. Create one and send it, and the customer shows here once they connect. Choose Create customer link. See Customer onboarding.
A tour of the screen
The Deal Hub sidebar, search and command palette, the documentation link, theme, density, notifications, the account menu, your GEM and Ask Maya.
Settings are in Onyx Platform
Deal Hub has no settings of its own. Every setting it uses is in Onyx Platform's Settings, and old Deal Hub settings links open the matching Platform page.