Deals & Pipeline

Track sales opportunities through customizable pipeline stages with drag-and-drop management, party slots, risk scoring, and configuration-driven quotes.

Deals represent your sales opportunities. Each deal moves through customizable pipeline stages from initial interest to close. RevOrbit gives you both a list view and a visual Kanban pipeline board, plus a rich Deal Workspace modal that brings together qualifying interviews, product configurations, quotes, contracts, communication, and activity.

Deals List

The Deals list shows all your opportunities in a sortable, searchable, filterable table. The list defaults to 100 rows per page so most users see all their deals on one page.

1
Navigate to Deals in the sidebar.
2
Use the search bar to filter by deal title or company name.
3
Click column headers to sort by title, value, stage, expected close date, or assigned user.
4
Click a deal row to open the Deal Workspace.
5
Use the stage filter to show one or more stages. The filter resets to All Open (excludes Won + Lost) on each login and persists within a session.
6
Use the assignees filter — it lists only users who actually own at least one deal in the current scope, so the dropdown shrinks as you narrow filters.

Quick Filter Chips

Single-tap shortcuts that combine common filters.

1
All Open — every deal not yet Won or Lost.
2
Overdue Close — open deals whose expected close date has passed.
3
Closing This Week — deals due in the next 7 days.
4
Unassigned — deals nobody owns yet.

Visual Cues on the List

RevOrbit colors and badges fields so you can scan a long list quickly.

1
Stage badges use the actual color you set in Settings → Pipeline Stages (with auto-contrasting text).
2
Risk badges are short — Low / Medium / High — with the full text in tooltip.
3
Age badge shows how long a deal has been in the pipeline (green <30d, yellow ≤90d, red >90d).
4
Expected Close highlights red if overdue, yellow if within 7 days.
5
Closed column auto-hides unless your stage filter includes Won or Lost.

Pipeline Board

The Pipeline view displays your deals as a Kanban board with one column per stage. Each column shows the total value, the weighted (probability-adjusted) value, and the deal count for that stage.

1
Navigate to the Pipeline page.
2
Each deal appears as a card showing the title, value, contact, company, and a risk indicator dot.
3
Drag and drop a card between columns to move a deal to a different stage.
4
When dropping a deal into a Won or Lost stage, you'll be prompted to enter a closed date.
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Toolbar totals — Total Pipeline / Total Won / Total Lost respect the active Time, User Scope, Assignee, and Search filters and update live on drag-drop.
6
Search filters cards client-side with live count updates.
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Keyboard navigation — arrow keys move between cards, Enter opens the deal.
The Pipeline board is the fastest way to update deal stages. Just drag a card to the new column — no need to open the deal first. On phone, the Pipeline switches to a sectioned list grouped by stage (drag-drop is desktop-only).

Creating a Deal

New deals can be created from the Deals list, the command palette (Cmd+K → New Deal), or from within a Contact, Company, or Lead.

1
Click + Add Deal on the Deals page (or press N while on the page).
2
Enter the deal title (e.g. \"Acme Corp – Enterprise License\").
3
Set the stage, value, currency, and probability, and the expected close date — the close date is required, so the deal can't be saved without one.
4
Fill in the Parties group (see below) — Ship To, Bill To, Reseller, each with company + contact.
5
Assign the deal to a team member.
6
Click Save — the workspace stays open so you can add notes, tasks, files, configurations, etc.

Deal Probability

Each deal has a probability (0–100%) representing its likelihood to close. New deals inherit the probability of the stage they start in (configured in Settings → Pipeline Stages); you can override it on the deal itself. Probability auto-snaps to 100% when a deal moves to Won and 0% when it moves to Lost. Probability feeds the weighted-value calculation in pipeline columns and on the dashboard.

Deal Workspace

A full-featured modal with tabs covering every aspect of a deal. Tabs are visually grouped so the workflow reads left-to-right: Interviews › Configurations › Quotes › Contracts.

Info Notes Tasks Files Interviews Configurations Quotes Contracts Timeline Activity
Info — Core deal details, organized into four sub-groups: Pipeline (title, stage, expected/closed dates, probability), Financial (value, currency, payment terms), Parties (Ship To, Bill To, Reseller — see below), and Ownership (assigned user, created date). Always opens on this tab regardless of which tab was last active in another deal.
Notes — Add timestamped notes visible to all team members. Rich-text formatting via TinyMCE.
Tasks — Create and track deal-specific tasks. Filter by status (Pending, In Progress, Completed, Cancelled). Tasks created here also appear in the global Tasks list and Calendar.
Files — Upload and manage deal-related documents (25MB per file, optional descriptions). Supports PDF, Office docs, images, and more.
Interviews — Send qualifying interview invites to the prospect, view submitted responses, and seed configurations from answers. Workflow tab #1.
Configurations — Run the Product Configurator wizard to build platform/feature/license pricing. Generate a quote from one or more configurations with one click. Workflow tab #2.
Quotes — Create, view, and manage quotes linked to this deal. Generate PDF quotes with line items, pricing, and your company branding. Workflow tab #3.
Contracts — Generate contracts from templates with auto-filled merge tags. Download as PDF or Word (.docx). Upload executed copies. Workflow tab #4.
Timeline — Unified communication & activity feed — emails, notes, tasks, and events in chronological order. The header has a single Send Email button that uses your connected Gmail/Outlook (OAuth) when available and falls back to SMTP.
Activity — Detailed audit log of every change made to this deal.

Party Slots (Ship To / Bill To / Reseller)

Each of the three parties on a deal is shown as a compact card with company + contact. Each card has four actions:

1
Open — opens the linked record on top of the deal modal. Closing it returns you to the deal at the same scroll position.
2
Change — searchable picker to swap the linked company or contact.
3
Create — open the new-record modal pre-filled and link it back to the slot on save.
4
Clear — unlink without deleting the record.
5
Same as Ship To — quick-copy buttons on Bill To and Reseller copy the company and contact in one click.
6
Picking a contact auto-fills its company; changing a company clears the contact slot if the contact no longer belongs to the new company.

Deal Risk Scoring

RevOrbit automatically calculates a risk score for each deal based on 10 factors. Each factor adds a weighted point value; the total determines the risk level.

1
Risk levels — Low (0–30 points), Medium (31–60), High (61–100). Multiple factors stack — a deal stays Low until the combined weight exceeds 30.
2
No activity (20–30 pts) — 14+ days since any note, task, file, configuration, quote, contract, or email. Weight increases at 21 and 30 days.
3
Overdue close date (25 pts) — Expected close date has passed.
4
Stale proposal (20 pts) — A quote was sent but its valid-until date has expired.
5
Closing soon, no activity (15 pts) — Due within 7 days with no activity in the last 7 days.
6
No proposal (15 pts) — Late-stage deal with no quote created yet.
7
Overdue tasks (10–25 pts) — Pending tasks past their due date. Weight increases with more overdue tasks.
8
No contract (10 pts) — Late-stage deal with no contract.
9
No communication (10 pts) — Late-stage deal with no linked emails.
10
No contact (10 pts) — No contact person linked to the deal.
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Low confidence (10 pts) — Deal probability is below 30%.
12
Risk indicators appear as colored dots on Pipeline cards and as badges in the Deals list.
Lighter factors like No contract, No communication, and No contact are 10 points each — a deal with only these stays Low risk. Risk moves to Medium when heavier factors like inactivity (20–30 pts), an overdue close date (25 pts), or a stale proposal (20 pts) stack on top.
Risk scores are computed automatically — there's nothing to configure. They update in real time as you work on deals. Late-stage factors (No proposal, No contract, No communication) only apply to deals in the upper half of your pipeline stages. Notes, tasks, files, configurations, quotes, and contracts all reset the No activity timer.

Inline Edits

Update a deal without opening the workspace.

1
Inline assignment — click the assigned user name in any row, pick a new user; updates instantly with rollback on failure.
2
Bulk actions — select multiple deals via the checkboxes and assign, change stage, or delete in one go from the bulk-action bar.
Deleting a deal is permanent. All associated notes, tasks, and files will also be removed. Quotes and contracts linked to the deal will remain but lose their deal association. Contracts on a Lost deal are auto-archived (status: Archived – Not Executed) — consider Lost rather than Delete to preserve sales history.

Frequently Asked Questions

Open the deal and pick a new stage from the dropdown on the Info tab, or drag the deal card on the Pipeline board.

Yes — go to Settings → Pipeline Stages to add, rename, recolor, reorder, or delete stages, set per-stage default probabilities, and mark stages as Won or Lost.

You'll be prompted to enter a closed date. Probability snaps to 100% (Won) or 0% (Lost). The deal leaves the active pipeline and counts toward Won Value or lost metrics on the Dashboard. Lost auto-archives any linked contracts as Archived – Not Executed.

No — deletions are permanent. Move unwanted deals to a Lost stage instead of deleting them.

Related Articles

Qualifying Interviews

Send customer-facing questionnaires to qualify prospects, capture leads from a public URL, and seed product configurations from the answers.
Product Configurator

Configure complex product pricing with multi-platform support, feature selection, and automatic quote generation.
Quotes

Create professional quotes with line items, pricing, and PDF generation.
Contracts

Generate contracts from templates with merge tags, download as PDF or Word, and track contract status.
Pipeline Stages

Define the stages deals progress through in your sales pipeline
Dashboard

Monitor your sales performance with real-time metrics, pipeline health, and activity feeds.