Tracking Deals by Size

In an ideal world, you always want to give each of your deals the same amount of attention. Each one of your clients should feel special, no matter how large or small the deal. However, it is important to prioritize your deals so you can focus your attention on the largest ones first.

Tracking deals by their size and likelihood to close is a powerful way to increase income and grow your business because it helps stay on top of those big deals. With Daylite, staying focused on the deals that have the biggest impact on your business is easy.

Any time a lead or client expresses interest in a product or service, you want to create an Opportunity and then add a corresponding value and probability of closing. If you are not familiar with creating Opportunities, start by reading the Learn article How to Capture New Business.

Capturing the Value and Probability of a Deal

Daylite lets you assign a value and probability to an Opportunity record, which can be incredibly beneficial when it comes time to focus on which client may offer the greatest return on your invested time.

Select an existing Opportunity card, or select the + New Object button to create a New Opportunity record.

If you are creating a new Opportunity, select the value of the deal and the probability of it closing.

If you already have an existing Opportunity that you would like to enter or edit a value and probability for, select the Opportunity and tap Edit to add a value.

Sorting Your Opportunities By Value

Who is going to make you the most money?

The ability to sort your Opportunities by Value means you can see at a glance which Prospects or Clients you should be focusing on.

Select either My Opportunities or All Opportunities and then tap the Sort filter.

Choose Value, and Daylite will sort your Opportunities from highest to lowest.

Wrap Up

When you can track your deals by size, it becomes easier to prioritize which deals you should be working on next. Enter a Value or a Probability, and you can tell at a glance which deals need your attention.

Click here to learn how to Track Your Close Rate on Deals, and take your business to the next level.