The Deals area in Stax.ai has three views instead of one. Alongside your familiar Funnels (kanban) view, you'll find a Performance dashboard and a Forecast tool. Performance shows you how your sales are doing with ready-made charts and tables, and Forecast helps you predict future bookings and test "what-if" scenarios.
Key Benefits
See your whole sales picture in one place. The Performance dashboard pulls your wins, losses, new pipeline, and open opportunities into a single view, so you don't have to piece the numbers together yourself.
Compare your reps and referral sources. Built-in charts break down results by sales rep and by where deals came from, making it easy to spot who's closing, who needs support, and which sources bring in the best business.
Track your progress toward a goal. Set a sales goal for any period, and Stax.ai shows you how much you've closed, how much is likely to close, and how much is left to hit the number.
Plan ahead with confidence. The Forecast tool projects your future bookings from your real pipeline and past performance, and lets you model changes — like a higher win rate or an extra rep — before you commit to them.
How To
Find the new views
Click Deals in the navigation menu.
Choose one of the three sub-menu items:
Funnels — your existing kanban board, unchanged.
Performance — the sales dashboard with charts and tables.
Forecast — the forecasting and scenario tool.
Note: If you don't see Performance and Forecast, these views may not be turned on for your team yet. Reach out to Stax.ai support and we'll get them enabled.
Use the Performance dashboard
Open Deals → Performance.
Use the filter bar at the top to focus the whole dashboard:
Assignee — limit to one or more sales reps.
Funnel — view a single funnel or all funnels.
Timeframe — set the date range you want to measure.
Review the headline metric cards at the top. These give you the fast answers: active opportunity dollars, weighted opportunity dollars (your open pipeline adjusted for how likely each deal is to close), dollars won, dollars lost, new pipeline added, win rate, average deal size, and average sales cycle. When you turn on period comparison, each card also shows how it changed versus the previous period.
Scroll through the charts below. Each chart comes with a matching table, so you can read the visual or the exact numbers — whichever you prefer:
Pipeline by stage — how much opportunity is sitting in each stage of your funnel.
This period vs. last period — wins, losses, and new pipeline over time, with your open pipeline balance tracked alongside.
Close Gap — your goal versus what you've won, with the amount left to close called out clearly.
Activity by rep — emails sent, tasks completed, and platform activity for each rep.
Pipeline by rep — wins, losses, total pipeline, and new pipeline for each rep.
Pipeline by referral source — the same breakdown, grouped by where the deal came from.
Average stage duration by rep — how long deals sit in each stage, rep by rep.
Win and loss rates by rep — by deal count and by dollar value, with a funnel dropdown that includes an "All funnels" option.
Win rate and close time by stage — how likely a deal is to win once it reaches a given stage, and how long it takes.
Tip: Some charts (like stage duration and stage win rates) include a funnel dropdown. Pick a funnel to see the detail for that pipeline.
Choose who counts as a sales rep
Your per-rep charts are only as useful as the list of reps behind them. You can control who shows up.
Go to your Deals reporting settings.
Choose how reps are decided:
Deal owners (the default) — anyone who owns at least one deal.
By role — everyone assigned to a specific role.
By group — a group of users you've set up for reporting.
Save your choice. Every per-rep chart on the Performance page will now use this list.
Note: Reps with no deals still appear in the reports as empty rows, so no one is silently left out.
Set a sales goal
Open the Sales Goals area.
Click to create a new goal.
Choose the period — a week, a month, or a specific set of dates.
Enter the dollar amount you want to book in that period.
Choose the funnel the goal applies to, or leave it set to all funnels for a team-wide target.
Save the goal.
Once saved, your goal automatically feeds the Close Gap chart on the Performance page and the goal line on your forecast. You can create more than one goal, and overlapping goals are added together for the period you're viewing.
Run and model a forecast
Open Deals → Forecast.
Review the default forecast. Stax.ai builds it from three things: the deals currently in your pipeline, your past performance, and the new pipeline you typically generate. The result is a month-by-month projection of expected bookings, shown as a chart plus supporting tables — including a deal-by-deal breakdown of what's expected to close and when.
Look for the best-case and worst-case range (the tolerance band) and your goal line on the chart to see how your projection compares to your target.
To test a what-if scenario, adjust the assumptions, such as:
A higher or lower win rate.
Faster or slower deal velocity (how quickly deals move).
Adding or removing reps.
The amount of new pipeline you expect to generate each month.
Watch the forecast update to reflect your changes.
Save a scenario you want to keep so you can return to it, compare options, or share your thinking with the team.
Tip: Scenarios are great for planning conversations — model "what happens if we add one rep" or "what if we lift our win rate by 5 points" and bring the numbers to your next sales meeting.
You're all set! Between Performance, Forecast, and Sales Goals, you now have a full loop — measure where you are, set where you want to be, and plan how to get there.