Deals

A deal is an opportunity: something you might win, worth an amount, at some stage of a process.

Pipelines and stages

A deal lives in a pipeline, and at a stage within it. You define both — Kancil ships no opinion about what your sales process looks like.

Each stage has:

• a name;
• a kind: open, won or lost. This is what makes reporting possible. Kancil does not guess that a stage called "Closed 🎉" means won;
• a probability, used for weighting the pipeline value;
• a colour and a position in the order.

A pipeline can be marked as the default, which is the one new deals land in.

Board and list

Board is a kanban of stages; drag a deal to move it. List is the same deals as rows, searchable by name.

The board is for working the pipeline — what is where, what is stuck. The list is for finding one deal.

What a deal carries

An amount and currency, its stage, its status, expected close date, links to the company and contacts involved, plus the usual tags, custom fields, comments, attachments and activities.

Deal value appears on the dashboard as open count and open value per currency — deliberately not summed across currencies, since Kancil holds no exchange rates and a fabricated total would be worse than two honest ones.

Closing soon

The dashboard's "closing soon" list is driven by expected close date against the horizon you set there. It is the reason to keep that date roughly right even when it is a guess.

Deals and money

A won deal is not an invoice. When work is billed, that is an invoice in the finance module, linked to the deal if you want the connection. Keeping them separate is what lets a deal be won in March and invoiced in May without either record lying.