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Relaya

Deals and pipeline

The pipeline is a board of your deals arranged by stage, from first contact to close. At the top, a summary line reads something like “N open deals · $X in play” so you always know where things stand.

The board

Section titled “The board”

Deals move left to right through six stages:

Prospecting → Qualification → Discovery → Proposal → Negotiation → Closing

Each column header shows a stage dot, the number of deals in that stage, and their total value.

Deal cards

Section titled “Deal cards”

Every card shows the deal name, its account, and its value. It also carries a deal-health dot with a score from 0 to 100, grouped into bands:

  • Healthy
  • Moderate
  • At-risk
  • Critical

The health score is always explainable and grounded in evidence — never an opaque number. Open a deal to see the factors behind it.

Inside a deal

Section titled “Inside a deal”

Opening a deal reveals its intelligence:

  • Health factors — what’s helping and what’s hurting
  • Signals — activity and buying signs Relaya has picked up
  • Recommended next actions
  • The evidence behind each of these

Moving a deal

Section titled “Moving a deal”

Use the ⋯ menu on a card to:

  • Move to another stage
  • Mark won
  • Mark lost

Suggested deals

Section titled “Suggested deals”

Relaya may surface Suggested deals — accounts showing buying signals but with no open opportunity yet. When one looks right, you can turn it into a deal in a single click and it drops into your board.

Where to go next

Section titled “Where to go next”