The deal pipeline

A deal is the opportunity behind the quotes — one card that carries the customer, a dollar value, the assigned rep, and the quotes sent along the way. The Pipeline tab (the module’s landing screen) shows every deal as a Kanban board so the desk can see, in one glance, how much money sits at each stage.

Screen: The Pipeline tab. A KPI strip: PIPELINE VALUE (with an open-deal count), CONVERSION RATE (with won · lost counts), AVG DEAL SIZE, and CLOSED WON. When urgent requests are waiting, an Urgent RFQs cell lists them with red/amber severity badges and a QUOTE link into the inbox. Below, a “Pipeline” heading row with + New RFQ and + New PO buttons beside a Kanban / List switcher, then the board: six columns with colored underlines (SOURCED · QUOTED · NEGOTIATION · UNDER CONTRACT · CLOSED WON · CLOSED LOST), each header showing the column’s deal count and total value, each card showing the deal number, value, title, customer code, quote count, and the assigned rep.

• Kanban is the default; List shows the same deals as a flat table (deal #, title, customer, stage, value, quotes).
• + New RFQ and + New PO open the same create drawers used elsewhere in the console, so the desk can capture a request or start a purchase without leaving the board. They create RFQs and purchase orders — not deals.
• Cards are ordered by value — the biggest opportunities float to the top of each column.
• Click any card (or list row) to open the deal.

Pipeline stages

The deal record

Screen: The deal detail. A header with the deal number, title, and stage pill. A meta row: CUSTOMER, VALUE, ASSIGNED, and — on closed deals — OUTCOME (WON/LOST pill) and CLOSED date. A Pipeline stage cell with the six stage buttons. A Commission cell (its details populate for owners/admins — see Commissions). A Quotes table with a Create quote button, listing every quote on the deal with status, total, and margin. A Pipeline history table showing every stage move with its note and date.

The Quotes table is the deal’s paper trail — every quote created against the deal appears here, and each quote links back with Open deal → from its own record. Create quote opens the New Quote drawer with the deal’s customer pre-selected, and the quote it creates is tied to the deal — it lands in this table.

Moving a deal

1. Open the deal and find the Pipeline stage cell.
2. Click the stage button you are moving to — the current stage is highlighted and disabled.
3. The toast confirms (“DEAL-2026-0003 moved to NEGOTIATION.”), and the move is appended to the Pipeline history with its note and date (the acting user is recorded internally but not shown in the console today). History is permanent — it never rewrites.

Closing moves do more:

• CLOSED WON stamps the outcome WON and the close date, and — when a commission rule is configured — writes the commission ledger entries and their accounting accrual in the same breath. See Commissions.
• CLOSED LOST stamps LOST and the close date.
• Moving a deal out of CLOSED WON (reopening it, or flipping it to lost) reverses the commission accrual so the ledger nets to zero. If any of the deal’s commission entries were already marked paid, the move is refused — unwind the payout first.

Where deals come from

Deals on the board today arrive with your data import or are set up during onboarding — the console does not yet have a ”+ New deal” button (the board’s + New RFQ and + New PO buttons create requests and purchase orders, not deals), and quotes created from an RFQ are not attached to a deal automatically — only quotes created from the deal’s own Create quote button are. If your board is empty but quoting is busy, that is why.

Roles: anyone with module access can view the board and move stages for the customers in their data scope. The Commission cell on the deal appears for everyone, but its rule details are populated for owners and admins only — a member sees it empty and cannot configure it.