> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autonudge.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals and dashboard

> The money view, fed by the same contacts

Deals turn conversations into a pipeline you can count.

<Frame>
  <img src="https://mintcdn.com/autotakt/miJuKBTUInwHcN9U/images/deals.png?fit=max&auto=format&n=miJuKBTUInwHcN9U&q=85&s=fdccc3d3f9cb2153f7d3f845220818e5" alt="The deals kanban board grouped by stage with per-stage totals" width="1600" height="1000" data-path="images/deals.png" />
</Frame>

## The board

Deals live on a kanban board grouped by stage, with a value total per column. Stages are yours to define per workspace. Add deals from the board or directly on a contact's page; a deal always belongs to a contact, so the full conversation history is one click away.

## The dashboard

The Dashboard reads the same data and answers the owner questions:

<Frame>
  <img src="https://mintcdn.com/autotakt/miJuKBTUInwHcN9U/images/dashboard.png?fit=max&auto=format&n=miJuKBTUInwHcN9U&q=85&s=afbfdc6146817bc4c50c8953d6e3a60d" alt="Dashboard with open pipeline, win rate, revenue by month and lost reasons" width="1600" height="1000" data-path="images/dashboard.png" />
</Frame>

* **Open pipeline** and its deal count
* **Won** value and **win rate** for the selected period, with trend against the previous one
* **Revenue won by month** across the last 12 months
* **Pipeline by stage** and **lost reasons**, so you see where deals die

## Outreach analytics

The **Outreach** tab covers the activity side: sends per channel per day, call success and positive-call rates, the live send queue, active triggers, and per-owner pipeline load.

<Frame>
  <img src="https://mintcdn.com/autotakt/miJuKBTUInwHcN9U/images/outreach.png?fit=max&auto=format&n=miJuKBTUInwHcN9U&q=85&s=8799efb38ca78e8bca893cb491d497ba" alt="Outreach analytics: volume per channel, call success rate and owner pipeline" width="1600" height="1000" data-path="images/outreach.png" />
</Frame>
