Abstract: Described is a method and system to generate a stage overview which is comprised of stages corresponding to buckets containing information records grouped based on a predefined criteria. The stages of the stage overview can be designed based on various criteria e.g., deal/record value, calendar period, sales funnel stages. The stage overview provides an overall visualization of the number of deals or records and cumulative amount in each bucket. The stage overview enables the user to navigate from one bucket to any other stage or a bucket, easily and quickly. The stages may be formed as configured by the user. The buckets are created and maintained according to the stages and vice versa. A bucket is a collection of information records, deals, or the like. A bucket can be populated with details like record value or deal amount, record or deal closing date, contact name, to name a few examples. Records that fall under the same stage can be grouped and listed out together under one bucket.