Add a Deal

Enter the company and the pursuit. The deal starts at Business Qualification with zero evidence and earns every phase after that; Technical Discovery & Demonstration, then the evaluation if it needs one, then Legal & Commercials; from the proof you add as the customer actually does things.

Company Deal name

Your call ($)

What you say this deal is worth, in dollars. It's your call, not proof: nothing here checks it, and it never moves the deal's stage.

This is the bottom of your forecast. Tick Count this in my call below and it adds up into the month this deal closes in, then that month's quarter, then the year.
The Evidence line ignores it; that uses the amount on a quote you've added as proof.
A best estimate is fine. 120000, 120,000 and $120,000 all work.

Priority

Source (optional)

The same seven a lead and a deal both carry, so a lead and the deal it becomes count in the same row of both breakdowns.

Outbound; You went and found them; cold outreach, a sequence, a bought list.
Inbound; They came to you; a website form, a chatbot, a demo request, an ad.
Referral; Somebody introduced them.
Partner; Through a reseller, an integrator or a channel partner.
Event; A webinar, a conference, a trade show, your booth.
Existing customer; Somebody you already sell to; expansion, upsell, renewal.
Other; Anything else, and anything your file didn't say.

Where this deal came from. Descriptive only; it never moves a stage or a dollar.

Expected close date (optional, places it in a quarter of your forecast)

Count this in my call

Off by default. Leave it off until you'd say this one out loud; a deal only reaches your forecast's call once you tick it, and you can tick it any time on the deals page. It needs an expected close date to land in a period.