Using the deal detail panel

The deal detail panel (sometimes called the slide-over) gives you a full view of everything related to a single deal without leaving the Pipeline board. Click any deal card to open it.

What is inside the panel

The panel is divided into several sections. At the top you will see the brand name, deal value, current stage, and key dates. Below that you will find tabs for:

• Overview — Deal summary, description, deliverables, and linked contacts.
• Activity — A chronological log of every change, note, and stage transition.
• Files — Attached briefs, contracts, creative assets, and screenshots.
• Invoice — Linked invoice status and payment history.

Adding notes

Use the notes field in the Activity tab to record important details like call summaries, feedback from the brand, or internal reminders. Notes are timestamped and visible to anyone on your team with access to the deal.

Quick actions

From the panel you can generate an invoice, upload a contract for AI analysis, change the deal stage, or mark the deal as lost. These actions are available in the top-right menu of the panel so you can move quickly without navigating away.