Deals & Pipeline
The Deals module helps your sales team track potential revenue opportunities through a structured pipeline. This guide covers deal management, the visual pipeline, dashboards, leaderboards, and stage configuration.
Deal List
Navigate to CRM → Deals to view all deals.
The deal list displays:
- Deal Name — Descriptive name for the opportunity
- Customer/Lead — The associated customer or lead
- Stage — Current pipeline stage
- Value — Expected deal value
- Probability — Likelihood of closing (usually tied to the stage)
- Expected Close Date — Forecasted closing date
- Owner — Assigned employee
- Last Activity — Most recent update or interaction
Figure: Deal list with key metrics
Creating a Deal
- Click Create Deal (or + New Deal).
- Fill in the deal details:
- Deal Name — A descriptive title (e.g., "ACME Corp Premium Account")
- Customer/Lead — Link to an existing customer or lead
- Value — Expected monetary value
- Stage — Initial pipeline stage
- Expected Close Date — When you expect to close
- Owner — Assign to yourself or another employee
- Notes — Any context or background
- Click Save to add the deal to the pipeline.
Managing a Deal
From the deal detail view:
- Update Stage — Drag to a new stage or select from the dropdown
- Edit Details — Modify value, close date, owner, or other fields
- Add Activities — Log calls, meetings, emails, and notes
- Attach Files — Upload proposals, contracts, or supporting documents
- View History — See the complete timeline of deal changes
Pipeline View
The pipeline view provides a visual Kanban-style board of your deals organized by stage.
Figure: Visual deal pipeline (Kanban view)
Using the Pipeline
- Drag and Drop — Move deals between stages by dragging cards
- Quick View — Hover over a deal card to see a summary
- Filter — Filter by owner, value range, or expected close date
- Sort — Order deals within each stage by value, date, or probability
Deal Dashboard
Navigate to CRM → Deal Dashboard for analytics and forecasting.
The dashboard provides:
- Pipeline Value — Total value of all active deals by stage
- Weighted Forecast — Value × probability for revenue forecasting
- Win/Loss Rate — Historical closing rates
- Average Deal Size — Mean deal value across won deals
- Time in Stage — Average time deals spend in each stage
- Conversion Funnel — Visual funnel showing stage-to-stage progression
Figure: Deal analytics dashboard with forecasting
Key Charts
| Chart | What It Shows |
|---|---|
| Revenue Forecast | Projected revenue based on weighted pipeline |
| Stage Distribution | Number of deals in each stage |
| Win Rate Trend | Historical closing percentage over time |
| Deal Velocity | Average days from creation to close |
Deal Leaderboard
Navigate to CRM → Deal Leaderboard to see employee rankings based on deal performance.
The leaderboard tracks:
- Employee Rank — Position based on total closed deal value
- Deals Won — Number of deals successfully closed
- Total Value — Sum of won deal values
- Win Rate — Percentage of deals won vs. total deals
- Average Deal Size — Mean value of closed deals
Figure: Deal performance leaderboard
Deal Stage Configuration
Navigate to CRM → Admin Settings → Deal Stages to configure your pipeline stages.
Managing Stages
- View the current stage configuration in order.
- Click Add Stage to create a new one:
- Name — Stage display name (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost)
- Order — Position in the pipeline
- Probability — Default win probability for deals in this stage (e.g., Prospecting = 10%, Negotiation = 60%)
- Color — Visual color coding for the pipeline view
- Edit existing stages to adjust names, probabilities, or order.
- Delete stages that are no longer needed (deals in that stage will need to be moved first).
Figure: Deal stage configuration
A well-designed pipeline typically has 5–7 stages. Too many stages create friction; too few don't provide enough visibility into deal progression.