How to Manage the Transactions Dashboard on Web

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.