Deal Pipeline View
The Pipeline View in Rafiki AI's Deals page organizes your deals visually by stage, giving you an intuitive overview of your sales pipeline.
How it works
Deals are displayed in columns representing each stage of your sales process. Each deal card shows:
Deal name and amount
Close date
Number of linked meetings
Health warning badges (if any)
Drill into a deal
Click on any deal card or its timeline bar to open the deal detail panel. From there, you can review all associated meetings, contacts, conversation summaries, and deal progression history.
Stage Progression
The deal detail page shows a visual timeline of how the deal has moved through stages over time, helping you understand velocity and identify where deals tend to stall.
Filtering
Filter the pipeline view by team, rep, date range, or deal attributes to focus on the opportunities that matter most to you.