Deals: turn coffee with a client into an invoice

Deals allow you to track an opportunity across its entire lifecycle, from the moment someone fills out a contact form on your website all the way to closing.

It sounds simple because it really is. All you have to do is specify what the deal is about, the deal value, and your estimated win probability. But that is just where the journey starts. Right inside the deal, you can schedule meetings, take notes, create quotes, or attach critical documents and cost estimates.

Because your whole team works with Deals, everyone can stay on the same page with a single quick glance at the list view. You will immediately see who is working on what, the deal amounts, deal owners, and whether a job is wrapped up or still in progress. You can finally kiss those endless pipeline update meetings goodbye.

With smart filters, you can pull up whatever you need in just two clicks:

• New deals opened this month

• Deals with an expected close date within 2 months

• Open deals with a win probability over 80%

• Open deals with overdue activities

• Open deals with no scheduled activities

• Open deals inactive for 60 days

• Open deals with a total price over $XXXk

• Lost deals with a total price over $YYYk

Set deal stages your way

If you haven't done so yet, customize your deal stages to mirror your actual sales cycle. That way, you will always know exactly where every single opportunity in your pipeline stands.

The cleanest view of your pipeline lives on the Business board, where your opportunities are laid out neatly in columns by deal stage.

You can watch your pipeline progress in real time. As an opportunity moves forward, simply drag and drop the deal card into the next stage. Watching your deals march toward Closed won is genuinely addictive.

Structured stages give you a complete picture of your entire Sales Pipeline. You can easily spot bottlenecks, benchmark sales rep performance, and, most importantly, forecast sales revenue and growth with confidence.

7 essential sales analyses📊

1. Sales Pipeline evaluates your team's currently open deals. It gives you a clear forecast of what is in progress and what sales volume you can expect by the end of a given period.
   
   
2. Account map distribution comes in handy when planning meetings on the road. Using filters, you can visualize things like all VIP accounts in a specific region with an open deal whom you haven't contacted in over two weeks.
   
   
3. Sales and profit trends show the cumulative total of all closed won deals over a selected timeframe.
   
   
4. Sales by product reveals how individual items or product lines performed over time.
   
   
5. Sales by sales rep breaks down how individual team members (deal owners) contributed to total sales revenue.
   
   
6. Sales rep win rate compares performance across individual team members.
   
   
7. Deal count shows how many opportunities your sales reps won, lost, and opened over a given period.
   
   
   
   

Product catalog makes quotes and sales orders a breeze

Raynet also lets you manage your products and price lists.

Within every deal, you can build a standard line-item calculation complete with custom discounts and multi-currency support.

Generating a quote or a sales order takes just three clicks, including exporting to PDF and emailing it straight to your client. You can even invoice the deal just as seamlessly through accounting integrations.

Here is a quick look at adding products, creating a quote, and sending it via email 👇

So, how many "won" deals are you putting on the board this month? 🚀

We're rooting for you, and if you ever need a hand, our team is right here. See you in the next video, where we will dive into the Calendar and activity planning! 👋