CRM Deal

Description

This template allows users to define a deal with details like opportunity name, potential value, sales stage, deal type (new or expansion), and expected close date. It supports weighted deal value calculations based on stage probability and provides visual indicators through color-coded badges for sales stage, probability, and expected revenue.

The deal record links to the associated company and can pull related contact records directly into view. It includes dropdown fields for deal stage, priority, and type, and a notes section for qualitative tracking of updates or progress. Badges automatically calculate key values like Weighted Value, New Business Value, Expansion Value, and Closed Value based on deal status.

Key Data Stored

• Opportunity Name – Deal title and context
• Sales Stage – Dropdown with predefined stages (MQL, SQL, Demo, Opportunity, Proposal, Negotiation, Closed Won/Lost)
• Probability – Auto-calculated based on stage
• Potential Value – Monetary size of the opportunity
• Weighted Value – Computed as Potential Value × Probability
• Expected Close Date – Date input with automatic quarter formatting
• Deal Type – Selectable (New or Expansion), used for segmentation and forecasting
• Assigned User – Owner responsible for managing the deal
• Company Association – Reference to CRM Company
• Related Contacts – Link to contact records connected to the deal
• Deal Priority – High, Medium, or Low classification
• Notes – Freeform text for progress updates or background info
• Badges – Highlight Probability %, Expected Close Quarter, and revenue metrics (New, Expansion, Closed)

Business Use Cases

• Sales Pipeline Tracking – Manage and visualize deal flow across the funnel
• Revenue Forecasting – Use weighted values to project potential revenue based on close likelihood
• Account Planning – Review all open and historical deals per company or contact
• Sales Team Management – Assign deals to individual reps and track progress
• New vs. Expansion Revenue Analysis – Understand customer growth and net-new acquisition trends

Why This Template is Powerful

• Live Forecasting Calculations – Weighted values and deal stages update dynamically
• Pipeline Stage Visualization – Color-coded stages provide clear pipeline visibility
• Fully Linked CRM – Designed to integrate seamlessly with CRM Company and Contact templates
• Revenue Attribution – Tracks new vs. expansion opportunities and close values
• Progress Transparency – Real-time tracking of stage, value, and probability across deals

This CRM Deal template is a core component of AnyDB’s CRM ecosystem, delivering insight, structure, and real-time visibility into your sales process from lead to close.