Deal figures on the lead sheet: from the rep's estimate to the final sale
The estimated value, the proposal amount and the final sale price now live on the lead sheet — kept separately for each business, typed in the business's own currency, with every change written to the lead's history and the estimate shown on the pipeline card.
Product update 2 min read
Registering a new lead always came with one number: the opening purchase amount. From that moment on, though, the money in the deal had nowhere to live. The rep carries an estimate in their head; the proforma they send carries a figure; and when the deal closes, the final price is a third number — none of which the panel had a place for. Shops whose purchases sync in automatically felt it less, but a service business — where the customer never buys from a website and every job is priced by hand for that customer — kept its real sale figures in a notebook beside the panel, or nowhere at all.
The lead sheet now has a deal figures section: three independent fields — estimated value, proposal value and final sale value — each filled in whenever it becomes known, and an empty one meaning "not said yet", never zero. You type the amount in your business's own currency; it is stored in the shared base currency, so reports stay consistent whatever you charge in.
The figures are kept per business: when two businesses work the same person, each sees and writes only its own numbers. And every change lands in that lead's history with the previous and the new amount, so you can later see how the first estimate walked its way to the closing number.
On the pipeline board, a card with a recorded estimate carries a value chip beside it. The board no longer only says how many deals sit in each stage — it says what they are worth. To use it: open a lead sheet, press "Record the deal figures" in the deal figures section, fill whichever of the three fields you have, and save.