Values, deliverables, and details
Give every deal a value for the pipeline math, and break the work into deliverables the team can check off.
On this page
Value drives the numbers
The deal value feeds pipeline value, won and lost totals, and win rate. Keep it current and the insights stay honest.
Deliverables
Break a deal into concrete deliverables: three posts, one campaign, a monthly report. Each is tracked on the deal so scope stays visible.
Activity and notes
Calls, decisions, and changes collect on the deal timeline, next to the linked contact’s own history.
FAQ
Property questions
What currency is the value in?
Whatever your workspace uses consistently. The math compares deals to each other, so consistency is what matters.
Can I recover an earlier version of a deal?
Yes. Deals keep checkpoints, automatic and manual, and you can restore one.