Deals

Finance → Deals shows your sales pipeline in Board (kanban) or List view. Deals link to customers, line items, and, when you win, projects.

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Pipeline views

• Board: columns match your custom deal statuses. Drag cards between columns to update status.
• List: table of deals with the same filters and properties.

By default you see active deals. Switch to All or Closed to include archived or lost work.

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Pipeline value

The board header summarizes total value by stage so you can see where opportunities sit in the funnel. The same numbers are available as Sales pipeline and Weighted pipeline widgets on dashboards.

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Filters

Filter by Customer, Deal status, Owner, and Amount (min/max).

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Deal properties

When you create or edit a deal:

• Status: from your workspace pipeline
• Customer: existing client or leave blank for a new prospect
• Owner: workspace member responsible for the deal
• From and To, workspace and customer contacts on the PDF; Pike prefills primary contacts when you pick a customer
• Line items: products, quantities, prices, discounts, tax, and optional cost (see below)

Selecting a To contact can set the Customer from that contact’s record.

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Line items

Each line includes Product, Quantity, Unit price, Discount, and Tax rate (%) on the row. Use the row menu to add a Description, Add cost, or delete the line.

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Cost and margin

Add cost opens a supplier picker (member, position, or contractor) and a unit cost. Pike shows margin per line with a breakdown on hover, and roll-up Revenue, Cost, and Margin totals when any line has cost. Choosing a product can fill title, price, tax, and a default cost supplier from your product catalog.

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Convert to project

When a deal is ready to deliver, choose Convert to project on the deal detail page or from the kanban menu. Pike creates a linked project and opens the project overview. If the deal already has a project, the button becomes a link to that project. Moving a deal to a Won status can prompt you to create a project when one is not linked yet.

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Send quote

Send quote opens an email dialog with a PDF preview. Add multiple recipients (contact search or typed emails), edit the message, and send from Pike. Download PDF remains available alongside send.

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Revenue analysis

Deal line items feed Finance → Overview reports such as deal revenue breakdown by product.