Deals & Pipelines
Deals are the opportunities you are working — each tied to a client, with a value, a stage, and an expected close date. Pipelines organize your stages, and each stage carries a win probability that Omnisnia uses to produce a weighted forecast.
Deals
A deal represents one opportunity with a client .
Deal fields
| Field | Description |
|---|---|
| Title | A short name for the opportunity |
| Client | The client (account) the deal belongs to |
| Amount | The deal’s value, in whole currency units (e.g. 50000). It is stored precisely in the smallest unit of the currency |
| Currency | The currency code for the amount, for example USD |
| Stage | Where the deal sits in its pipeline |
| Close date | The expected close date. Leaving it blank means no close date is set |
| Notes | Free-form text |
Creating and editing a deal
Open the Deals area and add a new deal. Give it a title, pick the client it belongs to, enter an amount and currency, choose a stage, and set an expected close date if you have one. Save to create it. Editing a deal updates it in place.
You can also open a deal automatically when you convert a lead .
Moving a deal through the pipeline
As an opportunity progresses, change its stage. Moving a deal to a later stage raises its win probability (see below), which increases its contribution to your weighted forecast. Moving a deal to Won or Lost closes it.
Pipelines and stages
A pipeline is an ordered set of stages a deal moves through. Omnisnia supports multiple pipelines, so different sales motions (for example new business versus renewals) can each have their own stages. One pipeline is marked as the default.
Each stage has:
- A name
- A position (its order in the pipeline)
- A win probability between 0 and 1 (0% to 100%) — the chance a deal in that stage will be won
- A closed flag, marking a stage as an end state
The default stages and probabilities
Out of the box, deals use these stages and win probabilities:
| Stage | Win probability |
|---|---|
| Prospecting | 10% |
| Qualification | 25% |
| Proposal | 50% |
| Negotiation | 60% |
| Won | 100% |
| Lost | 0% |
You can create additional pipelines and set your own stages and probabilities to match how your team sells.
Weighted forecasting
Omnisnia turns your open deals into a forecast by weighting each deal’s amount by the win probability of its stage:
- An open deal contributes
amount × stage probability. A US$100,000 deal in a stage with a 60% probability contributes US$60,000 to the weighted forecast. - A Won deal (100% probability) contributes its full amount.
- A Lost deal (0% probability) contributes nothing.
Where your organization has configured its own stage probabilities, the forecast uses those; otherwise it uses the built-in defaults above. You can view the forecast as a built-in report and put it on a dashboard — see Reports & Dashboards .
Related pages
- Products & Quotes — add line items to a deal and send a quote
- Clients & Contacts — the accounts deals belong to
- Reports & Dashboards — pipeline and forecast reports
- Leads — open a deal when converting a lead