Prospects & Deals
Where to find it: Sidebar > Money > Prospects
The Prospects page is your deal tracker — a pipeline view of potential engagements from first conversation to signed contract.
This page is only visible to managers (Admin and PM roles). It’s also hidden when Personal Mode is turned on.
The Deal Tracker Table
The Prospects page shows a table of all projects in the proposal stage. Each row displays:
| Column | What It Shows |
|---|---|
| Client | The company this deal is with |
| Deal Name | The project name |
| Stage | Where this deal is in the pipeline |
| Deal Value | Total dollar value of the engagement |
| Probability | How likely this deal is to close (as a percentage) |
| Forecast Value | Deal value multiplied by probability — what it’s worth to your forecast |
| Last Contact | When you last interacted with this prospect |
| Location | Where the project would take place |
| Contacts | Key people involved in this deal |
Click any row to jump to that project’s detail page, where you can update all the details.
Pipeline Stages
Every prospect moves through these stages:
| Stage | What It Means |
|---|---|
| Discovery | You’re having initial conversations and learning about the opportunity |
| Follow Up | You’ve made contact and are actively pursuing the deal |
| Negotiation | Scope and pricing are being worked out |
| Won | The deal closed — the project moves to active |
| Lost | The deal didn’t happen |
Forecast Value
The forecast value is calculated automatically:
Forecast Value = Deal Value x Probability
A $200,000 deal at 75% probability has a forecast value of $150,000. This weighted value is what feeds into the Forecast page.
Keeping Data Fresh
The Prospects page is only useful if the data is current. After every client interaction:
- Update the stage if the deal has moved forward (or backward)
- Update Last Contact with the date of your most recent touchpoint
- Adjust the probability if your confidence level has changed
This keeps the forecast accurate and gives everyone visibility into the pipeline.
Search and Filter
Use the search bar at the top to find prospects by client name or deal name. You can also filter by pipeline stage to focus on specific parts of the funnel — for example, seeing only deals in Negotiation.