Overview

The Deal guide (called the Deal Playbook before 17 October 2026) is a slide-out panel of structured deal guidance: prioritised actions, a short daily checklist, common deal scenarios and risk-mitigation tactics. Use it as a working checklist alongside the opportunity’s own tabs. For this deal’s current scores and signals, use the opportunity’s Cockpit and Deal Health tabs.

Opening and closing the Deal guide

Open an opportunity from Deals → Opportunities.
Select Deal guide in the opportunity header. The panel slides in from the right, headed Deal guide with the deal’s name, stage and amount underneath.
To close it, select the × in the panel header, click the shaded area outside the panel, press Esc, or select Close Deal guide at the bottom of the panel.

The Deal guide remembers the tab you were on when you closed it and reopens on that tab next time in the same browser.

The four tabs

🎯 Priorities Now

A ranked list of actions to work through. It opens with a Your Prioritized Actions summary and a ⚡ Quick Actions (Do These First) row of the top three. Each numbered action card shows what to do and Why:, with an expandable Action steps list. Select Complete to tick an action off; a progress bar tracks completed actions while the panel is open.

📋 Daily Check

Your 10-Minute Deal Check: six numbered steps to run through on an active deal — Check Opportunity Waste Score, Review Win Probability Trend, Scan Velocity Status, Framework Health Check, Contact Freshness Check and Execute Next Best Actions. Mark each step with its Mark as checked →, Mark as reviewed → or Mark as executed → button as you go. As you work through the steps, check this deal’s current figures in the opportunity header and on its other tabs, such as Deal Health.

🔮 Scenarios

A library of common deal situations, such as Weak or Missing Champion, Relationship Going Cold, Competitor in the Deal and Close Date Approaching - Acceleration Needed. Select a scenario to expand it and see its Action Steps: and Immediate Action:. Use the ones that match what you know about the deal.

🛡️ Risk Mitigation

Six risk cards — Deal Not Properly Qualified, Deal Velocity Declining, Champion Risk, Competitive Threat, Budget or Pricing Risk and Timeline or Close Date Risk. Each card shows its category and impact. Select View mitigation strategies → to see likely root causes, numbered tactics with How:, a timeline and a success measure, and prevention tips. Where a card shows Mark Mitigated, select it once you have dealt with that risk.

Tips

Work from Priorities Now and Risk Mitigation when preparing for a deal review or a 1:1.
Ticks and “mitigated” marks are a working checklist for your current session. Record outcomes on the deal itself, for example as a note on the Activity tab.
To turn a tactic into a customer message, use the Conversation tab with a matching sales play.

Deal guide: deal-level guidance on the opportunity