Deal pipeline management for engineering

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hi in this video we'll show you how you can create and manage your deal pipeline using solid performance CRM we have provided you with the deal pipeline in the sales dashboard and in this particular deal pipeline graph you can see the expected closure value for at least the next one year using solid performance deal module you can manage all your expected payments for the future along with the probability and in this video I will show you clearly on how you can manage this deal pipeline using the dashboard as well as how you need to update all the data in the deal module so that it will reflect in the deal pipeline graph in the dashboard this data is generated on an automated basis based on the update whatever you are making it in the deal module and in order to update this particular pipeline you need to go and make the changes in the deal module let me show you an example I'm going to deal module and in here I'm adding a new deal now this deal I can fill all the other data I'm mentioning the name as sample user and and all other data in here you can see three special Fields as expected closure value expected closure date and the probability based on these three data only your sales pipeline in the dashboard will get generated let me open the dashboard also in new tab if you see here the expected payment for January is 250 000 now I'm going to add a new deal and I'm going to mention the expected closure value as hundred thousands and the expected closure date I am keeping it as January 18th and the probability I am going to mention it as 50 percentage now what will happen is I am expecting this particular deal to get closed in the month of January and the expected closure value is one hundred thousand but the probability is only 50 percentage which means it is only 50 000 out of this hundred thousand is what I'm expecting so automatically 50 000 will get added along with the January pipeline once I mock that update let me just go and add this particular and now if I come back and refresh already it is 250 000 once I refresh it became automatically to 300 000. now this is how your D pipeline data will get generated now what will happen in case if you are modifying the data you have expected this sample user to pay hundred thousand but now due to some circumstances you want to upgrade your product or service and he is asking for a new code with all new added feature so what you can do now is you can simply edit this particular DB and you can change the expected closure value maybe you are changing it into 200 000 and you are expecting the probability to be around 70 percentage because based on whatever communication you had with the deal it seems promising so you are changing the probability and still you are keeping the deal closure in January month only so now if you update this deal if you come back and refresh the sales dashboard now the deal value bought increased from 300 000 to 390 000. so this this is how your deal pipeline will fluctuate based on the update whatever you are making it in the deal module now in case you are changing this expected date of closure from January to December so you can just go back and edit and you're changing the expected closure date from January to December or if you are changing it in the future Days anything you can do then based on that automatically the deal pipeline in the dashboard will also get updated so if I refresh this now currently if you see it is only 318 000 and if I refresh this it became 458 000 so this is basically generated as a combination of various deals that you are expecting for that particular month and the probability of expectation maybe if you consider this December month it might be a combination of 5 or 10 deals and that is what you are getting it as an output over here since you can easily see the deal Pipeline and forecast your business growth you can also easily predict and invest more on marketing and other related activities in in order to generate more sales in that particular months I hope by now you got a clear idea of how the deal pipeline module is getting updated in solid performance CRM to summarize you can create various deals in solid performance CRM and the deal pipeline for the next one year will get displayed on the dashboard this deal pipeline is generated based on the expected closure value expected closure date and the probability of closure and it is a combination of various deals which are expected to close in a particular month and you can easily predict your sales growth using this deal pipeline graph available in the dashboard hit the like button if you like this video and make sure to subscribe to our channel to get more future updates like this thank you