# BuildRunKit CRM: Deals Sub-Section

## **BuildRunKit CRM: Deals Sub-Section**

**[![Screenshot 2026-09-09 115528.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-115528.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-115528.png)**

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**.

[![Screenshot 2026-09-09 115551.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-115551.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-115551.png)

#### **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**

**[![Screenshot 2026-09-09 115812.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-09-115812.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-09-115812.png)**

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.