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Sales

The pipeline: every deal, its stage, its value and the next step, held to won value and open pipeline.

by Company OS · Free

Install SalesSigns you in, asks which company, then shows exactly what it will add before it does.

What it does

One row per deal with the account, the contact, the value, the stage and the expected close. Advancing a deal, winning it or losing it is a row version with a name on it, so the pipeline has a history. Activities log the calls, emails and meetings against each deal. Open pipeline and won value are metrics from the first deal, so a revenue goal can be measured by them. Qualify against the ideal customer profile the company already wrote.

What it adds

  • Adds deals and sales activities to the Sales department
  • Open pipeline: The sum of the value of every deal whose status is open, whatever its stage.
  • Won, 30 days: The sum of the value of deals marked won in the last thirty days.
  • Open deals: How many deals are open.
  • Won, 90 days: How many deals were marked won in the last ninety days.
  • Lost, 90 days: How many deals were marked lost in the last ninety days. Read beside won for the win rate.
  • Average won deal, 90 days: The average value of deals marked won in the last ninety days.
  • An app summary on the company overview
  • Agents can read and update records with the required permissions

What installing grants

You see this list again on the install screen, and nothing happens until you approve it there.

  1. Create the Deals tableOne row per opportunity. Won and lost rows stay; they are the record.
  2. Create the Sales activities tableCalls, emails, meetings and notes, each against a deal.
  3. Seed the Open pipeline metricBound to deals, weekly.
  4. Seed the Won, 30 days metricBound to deals, monthly.
  5. Seed the Open deals metricBound to deals, weekly.
  6. Seed the Won, 90 days metricBound to deals, monthly.
  7. Seed the Lost, 90 days metricBound to deals, monthly.
  8. Seed the Average won deal, 90 days metricBound to deals, monthly.
  9. Add the sales:close capabilityGranted to admins and owners; grantable to agent keys.
  10. Add a page under AppsA page in the app navigation and a summary on the overview.

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