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The Deals view shows your entire pipeline at a glance. Each deal is enriched with qualification scores from conversations, risk assessments, and living briefs that update after every meeting.

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Deal Overview

The deals list shows all your active opportunities with key information at a glance:
  • Filter by pipeline, stage, status, or owner to find specific deals
  • Sort by amount, close date, or qualification score
  • MEDDPIC indicators on each deal card show qualification strength at a glance
  • Activity timeline shows a compact visual history of meetings and emails for each deal, so you can spot engagement patterns without clicking in
Each deal card displays the company, amount, stage, and a color-coded qualification score so you can quickly identify which deals need attention.

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Deal Board

The Deal Board (/deals/board) gives you a Kanban-style view of your pipeline. Deals are grouped by stage in scrollable columns, with a separate column for deals closed in the current quarter (won and lost). Each card shows:
  • Deal name, company, and close date — overdue close dates are highlighted in red
  • Amount and days in current stage
  • MEDDPICC and SPICED gauges — at-a-glance qualification scores
  • Commitment indicators — amber for pending, red for overdue, with an expandable list where you can mark commitments complete inline
  • Quick actions — ask Doris about the deal, jump to artifacts, or open the outbox thread
The board respects role-based access: salespeople see their own deals, managers see their team’s deals, and leaders see all deals. Switch between list and board views using the toggle button next to the page title.
Cards with overdue commitments float to the top of each column so you can spot stalling deals immediately.

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Deal Detail Page

Click into any deal to see its full profile. The deal page uses a two-column layout with card-based navigation on the left and a detail panel on the right. Navigate between views using the cards on the left:
Qualification framework scores with a breakdown by dimension across MEDDPICC, SPICED, and Playbook tabs. Dimensions are collapsible with inline evidence details. See exactly where each deal is strong and where gaps remain. Learn more about Deal Qualification.
A dedicated risk breakdown for the deal — total risk score with a per-component breakdown (qualification gaps, stage mismatch, close date pressure, stage stall), plus risk signals from recent calls and emails, activity engagement warnings, and suggested actions to de-risk. Everything is grounded in deal evidence so reps can see exactly what’s driving risk.
Cross-deal intelligence surfacing patterns from similar deals, stakeholder history, competitor context, and actionable recommendations.
A chronological feed of deal activity — meetings, emails, score changes, risks, commitments, and stage transitions.
A living summary with strategy, stakeholders, risks, and recommended next steps — grounded in conversation evidence. Includes cross-deal intelligence and updates automatically after each meeting.
An interactive knowledge graph view showing relationships between stakeholders, objections, competitors, and buying patterns specific to this deal.
An AI-generated summary of the deal’s current status, key metrics, and recent activity.
Presentations, documents, and other collateral linked to this deal. Navigate directly to the artifacts page filtered for this deal.

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Creating Deals

Deals can come into Doris in two ways:
  1. CRM sync — If you have HubSpot or Salesforce connected, deals sync automatically. This is the recommended approach.
  2. Manual creation — Create deals directly in Doris when needed. Manual deals can be linked to companies and contacts.
If you have your CRM connected, deals sync automatically. You don’t need to create them manually — just work in your CRM as usual and Doris handles the rest.

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Deal Intelligence

The Intel panel in each deal’s outbox shows a chronological timeline of everything that’s happened on the deal:
  • Call reviews — Qualification scores, risks identified, and next steps from each conversation
  • Score changes — When MEDDPIC or SPICED scores change, you see exactly what moved and why
  • Risks flagged & resolved — New risks surfaced from calls and emails, plus when existing risks get resolved
  • Emails sent & received — Key email exchanges with prospects linked to the deal
  • Stage changes — Pipeline stage transitions with dates and context
  • Commitments — Buyer and seller commitments extracted from conversations
  • Stakeholder updates — New contacts identified and changes to stakeholder roles or disposition
Use the filter controls to narrow the timeline to specific event types — for example, show only risks, or only score changes.
The Intel timeline builds automatically from your conversations and emails. There’s nothing to configure or manually enter.

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Commitments

The Commitments panel tracks promises made by both sides of the deal. Doris extracts commitments from your sales conversations automatically:
  • Buyer commitments — Things the prospect agreed to do: send data, schedule a follow-up, loop in a decision maker, provide feedback
  • Seller commitments — Things your team promised: send a proposal, share pricing, arrange a demo, deliver a POC
Each commitment tracks:
  • Status — Pending, completed, or overdue
  • Owner type — Buyer or seller
  • Due date — When it was promised by
  • Description — What was committed
Doris flags overdue commitments so you can follow up before they slip. When a commitment is fulfilled in a subsequent conversation, Doris detects it and marks it complete automatically.

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Rescheduling

When a commitment deadline slips, you can reschedule it rather than deleting it. Doris tracks the full history of date changes, so you can see how many times a commitment has been pushed back. Commitments that have been rescheduled multiple times are flagged as at-risk — a strong signal that something is blocking progress. Managers see at-risk commitments in their daily email digest, and rescheduling trends are visible in the Manager Dashboard.
Overdue buyer commitments are often an early signal that a deal is stalling. Check the Commitments panel regularly to stay ahead of slipping deals.

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Deal Risks

Every deal has a dedicated Risks tab that breaks down why a deal looks risky rather than just showing a single score. Open it from the card navigation on the deal page. The tab shows:
  • Risk score gauge — a 0–100 total score for the deal
  • Component breakdown — four weighted components that combine into the total score:
    • Qualification gaps (50%) — which MEDDPICC or SPICED dimensions are weakest and which specifically are missing
    • Stage mismatch (30%) — whether qualification strength matches where the deal sits in your pipeline
    • Close date pressure (10%) — how close the deal is to its close date versus how ready it looks
    • Stage stall (10%) — how long the deal has sat in its current stage without moving
  • Risk signals — specific observations from recent calls and emails that contributed to the score
  • Activity engagement — meetings and buyer activity with warnings when a deal has gone quiet
  • Suggested actions — recommended next steps to de-risk the deal, grounded in the signals above
Each component shows both its raw score and its weighted contribution to the total, so reps can see exactly what’s driving risk and managers can spot patterns across the pipeline. Risk signals and score changes also flow into the deal’s Intel timeline, so there’s a running history of how risk has evolved.
An open deal stalling in stage for 30+ days with gaps in Economic Buyer and Decision Process will score much higher than a similar-size deal with a clear champion and a committed close date — even if they’re both the same amount.

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Strategy Recommendations

The deal brief and intelligence card now include strategy recommendations drawn from your won deals. Doris clusters strategies that have worked across similar opportunities — by deal size, industry, and stage — and surfaces the most relevant ones on your active deals. These recommendations are grounded in your own team’s data, so they reflect what has actually worked for you rather than generic sales advice.

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Email-Triggered Reviews

Doris monitors deal-related emails and can trigger deal reviews automatically — keeping your outbox current between meetings. When a significant email exchange happens on a deal, Doris reviews the conversation and posts an update, just like it does after a call. This means your deal intelligence stays fresh even when communication happens over email rather than in meetings. Requires Outlook Email integration.