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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 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 an Estimate. If you are not familiar with creating Opportunities, start by reading the Learn article How to Capture New Business..
Daylite lets you enter a Value into an Opportunity card with a single click, which can be incredibly beneficial for those "on the fly" meetings or phone calls, where you may just want to quickly enter a value as a placeholder.
- 1.Select the New Opportunity menu, or double click an existing Opportunity card.
- 2.If you are creating a new Opportunity, select value to enter how much the deal is worth.
- 3.If you already have an existing Opportunity that you would like to enter a value for, double click on the Opportunity card, then select edit to add a value.
If you wish to add greater detail to your value, you can create an Estimate to capture the full value of your deal:
- 1.Select an Opportunity and click on the Estimate tab.
- 2.Click the + button to add a New Line Item and then set the Quantity and Price.
- 3.The Estimate for your deal will now be reflected in the Opportunity's value.
If you repeatedly sell the same Products or Services to your clients, you can save them in the Daylite Preferences to be used any time you create an Estimate.
- 1.Navigate to Daylite Preferences > Products & Services.
- 2.Click the + button and choose either Product or Service.
- 3.Now you can enter the information for Details, Pricing, Extras and Comments. These are all optional entries, so you only have to fill out what's useful to you.
- 4.The next time you add an Estimate to your Opportunity you can add your Product or Service from the + button.
When you can track your deals by size, it becomes easier to prioritize which deals you should be working on next. Whether you enter a Value or an Estimate, you can tell at a glance which deals need your attention.
Last modified 3mo ago