BuildRunKit CRM: Deals Sub-Section

BuildRunKit CRM: Deals Sub-Section

The Deals sub-section provides central pipeline tracking to manage active sales opportunities, forecast revenue, and monitor deal conversion metrics.

Header & Action Buttons

• + Add Deal: Direct action button to open the new deal creation modal.

• Generate Report: Opens the CRM Deals Report export modal:

  • Export Count: Displays total targeted deal records (e.g., Exporting 1 records).

  • Export Format Options: Download data instantly as Export as PDF or Export as CSV.

Deal Summary Metrics

Top KPI cards display key revenue and pipeline performance metrics:

• Total Deals: Counts all active sales opportunities logged in the system.

• Pipeline Value: Displays the total unweighted monetary value of all active pipeline opportunities.

• Weighted Value: Calculates projected revenue weighted by win probability percentages across current stages.

• Avg Win Rate: Tracks the overall historical deal conversion percentage.

Directory Controls & Search Bar

• Search deals...: Global text search input to locate opportunities by title or keyword.

• All stages Dropdown: Filter opportunities by pipeline status (e.g., New Lead, Proposal Sent).

• All owners Dropdown: Filter deals by assigned internal account managers.

• View Switches: Toggle view modes between Table (list view) and Grid (card view).

• Rows per page & Pagination: Dropdown menu and directional controls to navigate multi-page lists.

Deals Table Data Columns

• Title: The primary name assigned to the sales opportunity.

• Contact: Associated primary contact name and parent organization profile.

• Value: Total deal monetary value alongside calculated weighted revenue value.

• Stage: Current pipeline status badge (e.g., New Lead).

• Expected Close: Target completion date for closing the sale.

• Row Actions Menu (...): Context menu providing direct View, Edit, and Delete options for individual deal records.

BuildRunKit CRM: Adding a New Deal

Clicking the + Add Deal button opens the creation modal divided into two tabs:

1. Details Tab

Captures primary deal parameters and financial forecasts:

• Title *: Required field to enter the opportunity name.

• Contact *: Required dropdown selector to associate the deal with an existing contact record.

• Stage *: Required dropdown selector to set the initial position within your sales pipeline.

• Value: Monetary worth of the opportunity.

• Probability (%): Estimated likelihood percentage of winning the deal, used to compute weighted pipeline value.

• Expected Close Date: Date picker input to target target contract execution or closing.

• Owner: Dropdown menu to assign deal management responsibility to a workspace team member.

• Description: Multi-line text field to enter context, negotiation notes, and opportunity details.

2. Custom Fields Tab

• Tailored Deal Data: Dynamic inputs populated from Settings > Custom Fields to capture business-specific deal properties.

• Modal Actions: Click Cancel to discard inputs or Create to record the deal in your pipeline.