# Read the Deals page: the pipeline numbers, your views, the List and the Board

> The Deals page in SkedX CRM looks like the Enquiries page: the module word, a search, List | Board and + New deal in the header, and a side panel beside the list with three tabs. Overview shows four numbers — Pipeline value, Open deals, Win rate and Closing in 30 days — and pressing one narrows the list to those deals; when nothing closes in 30 days the last tile says how many open deals have no close date and shows them. Under the numbers: Deal reports, and a line that says when the list was last updated, with Refresh. Views lists your saved views; Filter holds the conditions and the columns, with Export at its foot. The toolbar has Filters, the Close date chip, Group · Stage (the List sits in stage bands, each with its count, total, Call list › and Assign ›), Columns and ⋯ (Export CSV, Import, Recently deleted, Keyboard shortcuts). The List shows Deal, Stage, Phone and Email (with WhatsApp and Call), Value, Probability, Close date, Owner, Source, Next step and Updated. The Board shows the same deals as cards in stage lanes; a lane head says the whole stage’s count and total even when only the first 200 deals are loaded, and Show 50 more loads the rest.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

Deals read like Enquiries now: one frame, one panel, the List in stage bands, the Board with whole-stage totals.

## Step 1: The frame and the panel

Open **Deals**. The header holds the search, **List | Board** and **+ New deal** (Import under its arrow). The side panel has **Overview**, **Views** and **Filter**; Overview’s four numbers narrow the list when pressed.
Open it directly: https://crm.skode.ai/deals

## Step 2: The List in stage bands

On the **List**, rows sit in stage bands: each band names the stage, its count and total, with **Call list ›** and **Assign ›** for its people. **Phone** and **Email** carry the person’s number and address with WhatsApp and Call. **Group · Stage** on the toolbar turns the bands off for one flat list.

## Step 3: The Board

On the **Board**, each lane head says the stage’s count and total for the whole stage. A card shows the deal, its person and where they came from, the next step or the close date, the value and the probability. When a lane holds more than is loaded, **Show 50 more** at its foot loads the next rows.

## Step 4: On your phone

On a phone the same page keeps today’s rows on the glass: the header panel with the search, New deal and the stage chips, the cards with the deal, its stage, value, person, owner and close date, WhatsApp and Call. The panel button opens Overview, Views and Filter as a sheet.

## Common questions

### Why does a lane say 212 when I see fewer cards?

The lane head counts the whole stage; the Board loads the first 200 deals of the page. Show 50 more at the lane’s foot loads the rest, and the List shows them all.

### Where did the KPI boxes go?

They are the four numbers at the top of Overview, in the side panel. Press one to see exactly those deals; press it again to see every deal.

### Why does Enquiries show a lower pipeline than this page?

This page counts every open deal you may open. A list counts only its own people, so someone moved into a profile counts on that profile’s list, not on Enquiries. For the same people the two numbers are the same.

### Where is Export?

Twice, as before: in the ⋯ menu on the toolbar (the whole list), and on the bulk bar when rows are selected (the selection).

### Can I turn the stage bands off?

Yes — Group · Stage on the toolbar. The list remembers your choice on this computer.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Read the Enquiries page: the numbers, your views and where enquiries came from: https://skode.ai/help/crm/profiles/read-the-enquiries-page/
- Choose the columns a list shows, and their order: https://skode.ai/help/crm/profiles/choose-the-columns-a-list-shows/
- Sort a list by any column: https://skode.ai/help/crm/profiles/sort-a-list-by-any-column/
- Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lost: https://skode.ai/help/crm/profiles/move-a-deal-to-another-stage/
- See where a deal came from and what happens next: https://skode.ai/help/crm/profiles/see-where-a-deal-came-from-and-what-happens-next/
- Show the deals of one profile, or of every profile: https://skode.ai/help/crm/profiles/show-deals-of-one-profile/

Source: https://skode.ai/help/crm/profiles/read-the-deals-page/