Goldilocks CRM Deals

Goldilocks CRM Deals Dashboard

The Deals module is where you track revenue opportunities and their progress through your sales cycle. The dashboard provides four high-level metrics to monitor your sales health:

• Total Deals: The total number of opportunities currently in your system.

• Pipeline Value: The combined financial value of all active deals.

• Avg Deal Size: The average value of your open opportunities.

• Win Rate: The percentage of deals successfully closed.

How to Add a Deal

To record a new sales opportunity, click the brown + Add Deal button at the top right of the screen. This opens a form with the following fields:

• Basic Information: Enter the Deal Name and the expected Amount.

• Customer & Timeline: Select the associated Customer from your contacts and set an estimated Close Date.

• Pipeline Placement: Assign the deal to a specific Pipeline and Stage (e.g., New Lead, Discovery, Proposal).

• Ownership & Priority: Designate a Deal Owner and set a Priority level (Low, Medium, or High).

• Tags & Notes: Categorize the deal with Tags and include any background context in the Notes section.

• Finalize: Click the brown Add Deal button to save the record.

Generate Report

You can export your deal data by clicking the Generate Report link in the top right corner.

• Export Format: Choose your preferred file type.

  • PDF: Best for sharing a visual summary of your sales performance.

  • Excel: Best for calculating commissions and detailed revenue forecasting.

• Action: Select Preview to review the data or Generate Report to download the file immediately.