As a salesperson or manager, it’s important to see the projected value of your upcoming deals currently in your pipeline.
With Nimble's Upcoming Deals widget for the Today Page dashboard, you’ll have no problem knowing exactly where to focus your efforts to hit your sales targets.
There are two widgets for upcoming deals. One is for the Legacy pipeline and the other is for the New Deals Redesign. If you would like to upgrade to the new Deal redesign, check out the following article: Migrate your Legacy Deals
The Upcoming Deals widget shows all of your deals by the expected close date. You will also see the name of the deal, related contacts, amount, and probability.
Clicking on a deal will launch a preview of it and you can make quick changes to the deal information. You can also choose "Go to Detailed View" to see the full deal record.
The widget will automatically default to your Active Deals but you can always click the drop-down arrow to view Won and Lost deals. You can also view your team member's deals.
To create a new deal, just click "Create deal" and then fill out the form. The deal will be added to your pipeline.
To add the Upcoming Deals widget, just click "Manage Widgets" >> "Add Widget" then choose it from the drop-down list.