Definition
Deal
A deal, also called an opportunity, is a specific potential sale tracked in a CRM. It usually includes a value, a stage, and an expected close date. Deals move through pipeline stages until they are won or lost, giving a business a clear view of upcoming revenue.
A deal represents money on the table. If a landscaper is quoting a backyard job, that job is a deal with a dollar value and a stage such as quoted or scheduled. Tracking it as a deal keeps it front of mind until it closes.
Deals power forecasting. By adding up open deal values and weighting them by stage, a business can estimate how much revenue is likely to land this month, which helps with planning, staffing, and cash flow.
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