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Deals & opportunities

Track revenue opportunities from first conversation to closed-won. The deals pipeline gives you a separate board for managing deal stages, values, and forecasting.

How deals work

Deals are revenue opportunities attached to your leads. While the Kanban board tracks lead engagement status (Hot, Warm, Cold), the deals pipeline tracks where each opportunity sits in your sales process — from qualification through to close.

A single lead can have multiple deals. For example, a client might have one deal for an initial project and another for an upsell opportunity.

Creating a deal

Go to Opportunities in the sidebar to open the deals pipeline.
Click + New Deal in the toolbar.
Enter the deal name, value (dollar amount), and select the associated lead.
Choose the initial stage for the deal.
Click Save — the deal card appears in the pipeline board.

You can also create deals directly from a lead's detail page using the Add Deal button.

Deal stages

Deals progress through stages that represent your sales process. The default stages are:

Stage	Description
Qualified	The lead has been vetted and shows genuine buying potential.
Proposal	You have sent a proposal, quote, or pricing to the prospect.
Negotiation	Terms are being discussed — price, scope, or timeline.
Won	The deal is closed and revenue is confirmed.
Lost	The deal did not close — the prospect declined or went elsewhere.

Drag deal cards between stage columns to advance them through your pipeline, just like the leads Kanban board.

Deal values and pipeline total

Every deal has a monetary value. The pipeline header shows your total pipeline value — the sum of all active deals (excluding Won and Lost). This gives you a real-time revenue forecast.

Won deals contribute to your closed revenue total.
Lost deals are excluded from the pipeline total but remain visible for analysis.
Active deals (Qualified, Proposal, Negotiation) make up your current pipeline value.

Marking deals as Won or Lost

Drag a deal to the Won or Lost column. When marking a deal as lost, you can optionally add a reason (e.g., "Went with competitor," "Budget issue," "Timing not right"). Lost reasons help you identify patterns and improve your sales process over time.

When you mark a deal as Won, Asan may celebrate the milestone with a confetti animation. Small wins matter.

Deal detail view

Click any deal card to see its full details:

Deal name and value
Associated lead — click to jump to the lead's detail page
Current stage with stage history timeline
Expected close date
Notes specific to this deal
Activity pulled from the associated lead

Pipeline reporting

The deals pipeline includes built-in reporting to help you understand your sales performance:

Pipeline value by stage — how much revenue sits in each stage
Won vs. Lost — your win rate over time
Average deal size — the typical value of your deals
Time in stage — how long deals sit in each stage before moving

Frequently asked

What is the difference between the Kanban board and the deals pipeline?+

The Kanban board organizes leads by engagement status (New, Cold, Warm, Hot, Nurture). The deals pipeline organizes revenue opportunities by sales stage (Qualified, Proposal, Negotiation, Won, Lost). Use the Kanban for lead management and the deals pipeline for revenue tracking.

Can a lead have more than one deal?+

Yes. A lead can have multiple deals — for example, an initial sale and a follow-up upsell. Each deal tracks independently through the pipeline.

Can I customize the deal stages?+

The default stages cover most sales processes. Contact support if you need custom stages for your workflow.

Does Cori analyze my deals?+

Yes. Cori factors deal information into her daily briefing and coaching suggestions. She can also help you prioritize which deals to focus on based on value and activity recency.

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Last updated 16 Jun 2026 · Applies to: Asan CRM