Deals & Pipeline

The Deals module provides a complete sales pipeline management system. Each deal represents a sales opportunity that progresses through stages in your pipeline. You can track deal value, expected close dates, and conversion probabilities at every stage.

Pipelines are fully customizable — you can create multiple pipelines for different business lines (e.g., Services, Products, Retainers) with unique stages and probabilities.

Creating a Pipeline

• Go to Deals → Settings to create new pipelines
• Define stage names, order, and default win probabilities
• Each probability helps calculate weighted revenue forecasts
• You can have one default pipeline and multiple custom ones

Managing Deals

• Create — Add a deal manually, from a lead conversion, or from an estimate
• Drag & drop — Move deals between stages on the Kanban board
• Assign — Assign deals to team members for ownership
• Link — Link deals to customers, contacts, projects, and invoices

Each deal record contains:

• Value & Currency — Deal amount with multi-currency support (IDR, USD, etc.)
• Expected Close Date — Target date for closing
• Actual Close Date — Set automatically when deal status changes to Won/Lost
• Source — Where the deal originated (referral, website, email, etc.)
• Tags — Custom labels for filtering and reporting
• Notes — Internal notes visible to your team
• Activity Log — Chronological history of all deal activities

• Open — Active deal progressing through pipeline stages
• Won — Successfully closed. Record reason for winning
• Lost — Closed without winning. Record loss reason for analysis

When a deal is marked as Won, you can optionally create an invoice or project directly from the deal.

• Weighted Pipeline Value — Each stage's probability is applied to calculate an expected revenue forecast
• Win/Loss Analysis — Track win rates by pipeline, stage, or team member
• Revenue by Source — Understand which channels generate the most revenue
• Sales Cycle Duration — Average time from creation to close