The deals kanban at <yourcompany>.satua.io/deals is where you work opportunities through your sales cycle. Every deal sits on a card you can drag between stages, with a value, an expected close date, and a link back to the company (and optionally a specific lead within that company).
If your sidebar doesn't show Deals, contact your account manager — Deals can be enabled for your account on request.
What a deal is
A deal represents a single opportunity to win revenue from one company. The model is intentionally company-centric:
- Company is required. Every deal must be tied to one company. This is the unit you forecast revenue against and the entity that persists across renewals.
- Lead is optional. A deal can be linked to one specific contact at the company (the buyer, the champion). It often is. But the deal can also exist before you've identified the right person.
- Value is what you expect to win, in your account's default currency. Set 0 if it's a placeholder.
- Stage determines the win probability used for weighted forecasting.
- Owner is the rep responsible for moving the deal forward.
Deals never disappear — you close them as Won or Lost, and they remain in your history for win/loss analysis.
Stages
every account starts with six stages:
| # | Stage | Default win % | Notes |
|---|---|---|---|
| 1 | Qualified | 10% | Lead is a fit; conversation has started |
| 2 | Discovery | 25% | Pain confirmed; you're learning the buying process |
| 3 | Proposal | 50% | You've sent the proposal / pricing |
| 4 | Negotiation | 75% | Working through redlines or final pushback |
| 5 | Closed Won | 100% | Terminal — money in |
| 6 | Closed Lost | 0% | Terminal — captures the reason for the loss |
The win % powers the weighted forecast: pipeline value × stage probability, summed across open deals. Only one Closed Won and one Closed Lost stage can exist per account; account managers can adjust stage names, colors, and probabilities from the admin side.
Creating a deal
Click + New deal from the kanban (or the Deals tab on a lead's detail drawer to pre-link the lead).
The new-deal dialog walks you through:
- Company — type to search your existing companies. If you don't have a record yet, the form offers to create one inline with just the name. Domain, industry, and other details can be filled in later from
/companies/{id}. - Lead (optional) — once you've picked a company, the form pulls leads belonging to that company. Pick one to associate it, or leave as "No lead linked" and add the contact later.
- Title — auto-fills as
{Company name} — opportunityif you don't override it. Use whatever shorthand your team recognizes. - Stage — defaults to the first non-terminal stage.
- Value — in USD by default. Optional; set later if you don't have a number yet.
- Expected close — drives the monthly forecast buckets.
The deal appears at the top of its stage column immediately after creation.
Working the kanban
- Drag a card between columns to change its stage. The card moves immediately (optimistic update); if the server rejects the change, it bounces back and a toast explains why.
- Drop into Closed Won or Closed Lost triggers a small dialog asking for a reason. Quick-pick options (Competitive win, Price too high, etc.) plus free text. Reasons feed the leaderboard and post-mortem reports.
- Click a card opens the detail drawer where you can edit title, value, expected close, notes, and archive the deal.
- Filters at the top: "Mine only" scopes to deals you own; "Show closed deals" includes Closed Won/Lost in the columns.
Forecast bar
The strip above the kanban summarizes:
| Stat | Meaning |
|---|---|
| Pipeline | Sum of value across all open deals |
| Weighted | Pipeline × stage probability — your "expected" win |
| Won · 30d | Closed Won value in the last 30 days |
| Lost · 30d | Closed Lost value in the last 30 days |
Numbers update on every drag-and-drop and after each create/edit.
How deals connect to the rest of Satua
- Lead drawer → Deals tab shows every deal linked to that lead so you can hop straight to the kanban card.
- Tasks can be linked to a deal (see Tasks). When you mark a deal Won/Lost, no auto-tasks are created — closing is the end state.
- Sequences stop sending to a lead the moment they reply. If that reply leads to a meeting and then a deal, create the deal manually — sequences don't auto-generate them.
Reporting
The Leaderboard at /reports/leaderboard ranks reps by deal value won this period, then by meetings booked, tasks completed, and emails sent. Per-rep won/lost reason breakdowns become available to your account manager once enough deals have closed to be statistically meaningful.
Common gotchas
- A deal with no company won't save. The company field is hard-required; the form blocks submit until you pick or create one.
- Mid-cycle stage probability changes affect the forecast. If your account manager raises Discovery from 25% to 30%, every open Discovery deal's weighted value goes up by that delta.
- Deals don't restrict permissions per-rep. Anyone in your account can see all deals. If you need stricter access control, ask your account manager about account-level role tweaks.