Skip to main contentDeal Values Overview
Deal values represent the monetary worth of sales opportunities. Deals can have single or multiple values with different currencies and revenue types.
Single Value Deals
Simple Deals
Most deals have a single value:
- One amount
- One currency
- One revenue type (one-time, monthly, etc.)
Example:
- Value: $5,000
- Currency: USD
- Revenue Type: One-time
Multiple Value Deals
Complex Deals
Deals can have multiple values:
- Multiple revenue streams
- Different currencies
- Mix of one-time and recurring
- Total calculated automatically
Example:
- Value 1: $1,000 one-time (USD)
- Value 2: $100 monthly (USD)
- Value 3: €500 one-time (EUR)
- Total: Sum of all values
Revenue Types
One-Time
Single payment:
- Paid once
- No recurring
- Common for services
- Project-based
Monthly (MRR)
Monthly recurring revenue:
- Paid monthly
- Subscription model
- Recurring payments
- Tracked as MRR
Quarterly
Quarterly recurring:
- Paid every 3 months
- Quarterly subscriptions
- Recurring revenue
Annually
Annual recurring:
- Paid yearly
- Annual subscriptions
- Large upfront payments
Managing Values
Adding Values
In edit mode:
- Click “Add Value” button
- Enter amount
- Select currency
- Choose revenue type
- Value added to deal
Editing Values
Modify existing values:
- Change amount
- Update currency
- Modify revenue type
- Remove values
Value Display
Values are displayed:
- In deal cards (total)
- In deal details (all values)
- In pipeline statistics
- In deal reports
Currency Support
Supported Currencies
- USD: US Dollar
- EUR: Euro
- BRL: Brazilian Real
Currency Display
- Each value can have different currency
- Totals calculated per currency
- Displayed with currency symbol
- Can mix currencies in one deal
Best Practices
- Accurate Values: Use realistic deal values
- Appropriate Type: Choose correct revenue type
- Track MRR: Use monthly type for subscriptions
- Multiple Streams: Use multiple values for complex deals
- Update Regularly: Keep values current as deals progress
