What is Deal?
A deal is a specific sales transaction being pursued with a customer, tracked with a value, stage, and expected close date.
A deal represents a concrete sales transaction in progress: a specific product or set of products being sold to a specific account, at a specific price, with an expected close date. Deals are the working unit that reps manage day to day, distinct from the broader account or contact relationship that may span many deals over time.
Deals typically carry attributes such as monetary value, currency, associated products, stage in the pipeline, and probability of closing. Multi-product deals, where a single transaction includes several line items, are common in B2B sales involving equipment, services, or bundled offerings.
As a deal advances, sales reps log related activities — calls, emails, meetings, or field visits — and attach documents like quotations. When a deal reaches its final stage, it is marked won or lost, which feeds into win-rate calculations and historical reporting.
In Lavisho TT, deals support multiple products, multi-currency pricing with exchange rates, and OEM/partner mapping, and can be directly linked to BoQ pricing, discount approval chains, and automatically numbered PDF quotations generated from the deal.
Deal — common questions
What is a multi-product deal?
A multi-product deal includes several line items or products bundled into a single transaction with one overall value.
How is a deal different from an account?
An account is the ongoing customer relationship, while a deal is one specific transaction being pursued with that account.
What happens when a deal is marked lost?
It typically records a loss reason, which feeds into win/loss reporting to help teams understand competitive or pricing gaps.
Can I generate a quotation directly from a deal in Lavisho TT?
Yes, Lavisho TT can generate an automated, numbered PDF quotation directly from a deal after any required discount approvals.
Related pages
Related products
- Sales CRM
Run leads, accounts and deals through a kanban pipeline with sequences and stalled-deal alerts so nothing quietly goes cold.
- Sales Pipeline Management
A kanban pipeline with saved views, stalled-deal alerts and win/loss intelligence so nothing stalls silently.
Glossary
- Opportunity
An opportunity is a qualified lead with a realistic chance of becoming a sale, tracked through defined stages in the sales pipeline.
- Sales Pipeline
A sales pipeline is a visual representation of deals grouped by stage, showing how prospects move from first contact to closed sale.
- BoQ (Bill of Quantities)
A Bill of Quantities (BoQ) is an itemized list of materials, parts, or services with quantities and prices, used to build accurate quotations for a deal.
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