Deals & forecasting
Deals track potential revenue through your sales stages, from initial qualification through negotiation to close. Each deal has an amount, a probability tied to its stage, and an expected close date, which XBuddy multiplies into a weighted forecast you can slice by owner, stage, or period — so managers get a realistic view of committed vs. best-case revenue without asking every rep individually.
Create a deal
From CRM → Deals, click New Deal, set the amount, stage, and expected close date, and assign an owner. Deals can carry both goods and service lines on the same pipeline — there is no separate board for services.
Track the forecast
Go to CRM → Pipeline Forecast to see weighted pipeline value rolled up across your deals. Filter by owner or close month to compare the committed forecast against the best-case scenario, and spot stalled deals before they slip.
Win the deal
Move the deal to Won. From the won deal you can now generate a quotation in Sales or an invoice in Finance with the amount, contact, and account pre-filled — no re-typing the same data into another app.
Review win/loss trends
Open CRM → Win/Loss Analysis to see how deals close over time by stage, reason, owner, and segment, and to spot patterns worth coaching on.