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The Deals tab is an integral part of the Finance or Customers page, providing a clear view of all active deals associated with your customers. This functionality is essential for tracking sales progress and managing your sales pipeline effectively.

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Deals

In the Deals tab, you will find a comprehensive view of all active deals. You can view deals in two formats:
  • List View: A traditional table format displaying all deal information in rows
  • Kanban View: A visual board where deals are organized by stage, allowing you to drag and drop deals between stages to update their progress
The deals display includes key properties of each deal, such as:
  • Deal Stage: The current stage of the deal, which can be one of the following:
    • Prospect: The deal is in the initial stage, and the customer is being qualified.
    • Qualified: The customer has shown interest and meets the criteria for the deal.
    • Proposal: A formal proposal has been sent to the customer for consideration.
    • Negotiation: Discussions are ongoing to finalize the terms of the deal.
    • Won: The deal has been successfully closed, and the customer has agreed to the terms.
    • Lost: The deal did not close successfully, and the opportunity is no longer active.
  • Value: The monetary value of the deal, which is crucial for revenue forecasting and financial planning. You can also add specific services to each deal, which can be further broken down into individual products for detailed tracking.
  • Owner: The team member assigned to manage the deal, ensuring accountability and clear communication.
  • Customer: The customer associated with the deal. A deal can be linked to an existing customer (representing a new opportunity at an existing client) or left unassociated (representing a potential new customer).

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Pipeline Value Overview

The deals interface provides a clear view of your pipeline value by stage, allowing you to see the total monetary value of deals at each stage of your sales process. This helps with revenue forecasting and identifying where your opportunities are concentrated.

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Filtering Deals

You can filter deals to focus on specific subsets of your pipeline using the following filters:
  • Customer: Filter deals by specific customers to see all opportunities associated with a particular client
  • Deal Stages: Filter by one or multiple deal stages to focus on deals at specific points in your sales process
  • Assigned To: Filter deals by the team member assigned as the deal owner
  • Amount: Filter deals by monetary value using low and/or high amount thresholds to focus on deals within specific value ranges

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Viewing Deals

By default, only active deals will be shown in the table. However, you can easily view closed deals by selecting “All” or “Closed” from the dropdown menu. This flexibility allows you to manage your sales pipeline effectively and focus on the most relevant opportunities.

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Creating and Editing Deals

You can create and edit deals with the following properties:
  • Deal Stage: Select the current stage of the deal from the predefined list, ensuring accurate tracking of the deal’s progress. In Kanban view, you can simply drag and drop deals between stages.
  • Value: Enter the monetary value of the deal, which is essential for financial analysis.
  • Services and Products: Add specific services to the deal, which can be broken down into individual products. This detailed breakdown enables better revenue analysis and helps identify which services are performing best.
  • Owner: Assign a team member to manage the deal, promoting accountability and clear communication.
  • Customer: Link the deal to an existing customer for new opportunities at current clients, or leave unassociated for potential new customers.

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Revenue Analysis

The detailed service and product breakdown for deals integrates with Pike’s financial reporting. In the Finance Overview, you can access the “Deal revenue breakdown by product” report, which provides insights into:
  • Which services are generating the most revenue
  • Product performance across your sales pipeline
  • Revenue distribution by service type
This functionality ensures that your sales team can track and manage deals efficiently, enhancing overall productivity and collaboration.

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Benefits of Effective Deal Management

By utilizing the Deals tab effectively, your team can:
  • Monitor the sales pipeline and identify potential bottlenecks using both list and visual Kanban views
  • Analyze deal performance and service profitability to improve sales strategies
  • Track pipeline value by stage for accurate revenue forecasting
  • Foster collaboration among team members to close deals more effectively
  • Gain insights into which services and products drive the most revenue
This structured approach to managing deals is vital for driving revenue and ensuring the success of your sales efforts.