What is a deal?
Inperium Sell stores information about the deals you negotiate. A deal typically includes information about the items the prospect is interested in buying, contact details, and other business-related data.
On the Deals page, you’ll see all your deals. They can be displayed as a list .
Or you can switch to a board view . This view is more visual, you’ll see deals on the pipeline and be able to move deals from one stage to another.
Here you can:
- Filter deals
- Move deals from one stage on the pipeline to another
- Drill-down to deal details
- Import deals in bulk
- Create new deals
- Update deals in bulk
- See deal revenue and weighted revenue for all deals and per stage
For quick recipes, see the Getting started section.
For each deal, Inperium Sell outlines a deal value — literally, how much this deal is worth. It’s often calculated based on products included in the deal itself or in its most relevant quote. You’ll see the deal value next to the deal name almost everywhere in Inperium Sell: on the Deals board, in the Deals section inside a company or contact record, etc. Note that this value isn’t final unless the deal is closed and it changes as you negotiate the terms and send more quotes. Once the deal is won, the deal value is added to your total revenue — check out the dashboard to see how good you’re doing.
The weighted revenue value helps estimate the revenue you will generate out of your active deals based on the win probability factor. Typically, it’s lower than the deal value but more relevant in terms of likelihood. Read the following articles to learn more about these concepts: