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Deals Dashboard

The Deals Dashboard gives you a complete, conversation-powered view of your pipeline. See all your accounts and opportunities in one place, with meeting history and deal health for each.

View your accounts and opportunities​

The dashboard shows your CRM accounts and their associated opportunities. For each, you can see:

  • Account name and key contacts
  • Open opportunities with stage, amount, and close date
  • Meeting history: How many conversations you've had and when the last one was
  • Deal health: AI-assessed health status based on conversation signals

Monitor deal health​

Qubi assesses deal health based on what's happening in your conversations, not just CRM field updates:

  • Healthy: Positive signals, engaged stakeholders, good momentum
  • At risk: Warning signs like stalled conversations, unresolved objections, or missing stakeholders
  • Needs attention: Significant gaps in methodology coverage or long periods without contact

Drill into a deal​

Click any account or opportunity to see:

  • Every meeting associated with that deal
  • Key moments and decisions from each call
  • Action items and follow-ups
  • Contact engagement across meetings
note

The Deals Dashboard requires a CRM integration (Salesforce or HubSpot). See Admin Guide: CRM Integration for setup instructions.