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Deals

The Deals view shows your live pipeline alongside the engagement that influenced each opportunity. It's where sales pipeline meets multi-touch attribution: every deal links back to the leads who touched it, the events that moved it forward, and (when deal scoring is enabled) a tier indicating how confident you should be in close.

What the Deals Page Shows​

The page combines pipeline KPIs, a stage breakdown chart, attribution insights, and the deals table.

KPI Cards​

Four hero cards summarize pipeline health for the current time range:

MetricDescription
Open PipelineTotal amount across all open deals
Closed-Won RevenueSum of closed-won deal amounts
Mktg-Sourced PipelinePipeline value attributed to marketing-influenced deals
Avg Time to CloseMedian days from first lead engagement to close-won

Pipeline Stage Chart​

A bar chart that shows the count and total value of deals at each stage. Use it to spot stage bottlenecks — a fat "Proposal Sent" column with a thin "Negotiation" column tells you where deals get stuck.

Attribution Insights​

Below the stage chart, an attribution panel surfaces the engagement signals that correlate with closed-won deals:

  • Average score at MQL, SQL, Opportunity, and Close — how lead score evolves through pipeline stages.
  • Top Event Types in Closed-Won Deals — the events that show up most often on deals that closed, with total contributed points and deal counts.

This is the fastest way to see which marketing actions actually drive revenue.

Deals Table​

The main table lists every deal with these columns (toggle visibility via Columns):

ColumnDescription
Deal NameOpportunity name from your CRM
StageCurrent pipeline stage (HubSpot stage names are humanized)
AccountLinked account, if any
CreatedRelative time since deal creation
Close DateClose date (target or actual)
AmountDeal amount in your default currency
Deal ScoreScore from your primary deal scoring ruleset (visible when deal scoring is enabled)
Deal LevelTier from your deal levels (e.g., Highest Confidence, Strong)
# ContactsNumber of leads associated with the deal
Time to CloseDays from first engagement to close (closed deals only)

Click any deal to open the Attribution Drawer — the full breakdown of contacts, contact-level engagement, and the events that influenced the deal.

ControlWhat It Does
SearchSearch deal names
PipelineFilter to a specific CRM pipeline
Stage filterMulti-select stages to include
Date rangeRestrict to deals created or closed within a time window

The filter bar lives above the table; active filters carry through when you sort or paginate.

The Attribution Drawer​

Click a deal row to slide in the attribution drawer. It shows:

  • Deal header — name, stage, amount, account, close date.
  • Contact list — every lead associated with the deal, with their first-engagement date, time-to-close, and attribution weight (the share of the deal's score they contributed).
  • Deal metadata — additional CRM properties.
  • Score Explain (deal scoring enabled) — exact rule matches and contributions for the deal score.
  • Manage actions — edit, delete, or update the deal (when you have manage permissions).

Click any contact's email to jump to that lead's detail page and see their full activity timeline.

Deal Score and Deal Level​

When deal scoring is enabled for your organization, each deal gets:

  • A Deal Score computed from your active deal scoring rules.
  • A Deal Level chip — a colored tier badge derived from your Deal Levels.

Click the deal score in the table to open the deal-level Score Explain panel, which shows which rules matched, the weight each contributed, and which rules did not match.

Feature-flagged. Deal scoring is gated. The Deal Score and Deal Level columns only appear when the feature is enabled. Talk to your kenbun account team if you'd like access.

Common Workflows​

Pipeline Review​

  1. Sort the table by Amount descending or Close Date ascending.
  2. Filter to deals closing this quarter.
  3. Click each top-tier deal to review attribution and contact engagement.
  4. Use deal level (when available) to spot at-risk deals — sort or filter by level.

Identifying Stalled Deals​

  1. Filter to a single stage like "Proposal Sent."
  2. Sort by Created ascending — oldest first.
  3. Click into deals that have been in stage longest.
  4. Check whether contacts have engaged recently; if not, queue a re-engagement play.

Marketing Attribution Reporting​

  1. Set the date range to the period you're reporting on.
  2. Note Closed-Won Revenue and Mktg-Sourced Pipeline from the KPI cards.
  3. Open Top Event Types in Closed-Won Deals in the Attribution Insights panel.
  4. Click Export Deals Attribution in the toolbar to download a CSV with full per-deal contact attribution.

Exporting Attribution​

The Export Deals Attribution button in the toolbar downloads a CSV that includes, for each deal:

  • Deal ID, name, stage, amount, close date.
  • Account name and ID.
  • Every contact that influenced the deal, with their first-engagement timestamp, time-to-close, and attribution weight.

This is the right export for pulling marketing attribution data into reporting tools or board decks.

Creating and Editing Deals​

If your role includes deal management permissions, you'll see additional actions:

  • Create Deal in the toolbar opens a form to create a deal manually (most teams sync from a CRM, but manual creation is useful for testing or for non-CRM workflows).
  • Edit and Delete icons appear on each row.

Most production usage syncs deals from HubSpot or Salesforce — see Integrations for setup.