What Is Deal Tracking?
Deal tracking means recording and monitoring every sales opportunity your business is working on. Each deal has a value, a stage, an expected close date, and one or more contacts involved. By tracking deals, you know exactly how much revenue is in progress and where each conversation stands.
Why it matters
Section titled “Why it matters”Without deal tracking, you rely on memory and guesswork:
- “Did we send that proposal?” — Nobody knows.
- “How much revenue are we expecting this month?” — Rough estimate at best.
- “Which deals have been stuck for weeks?” — Invisible until it is too late.
A deal tracker makes all of this visible, so your team can focus on the right opportunities at the right time.
What a deal record typically includes
Section titled “What a deal record typically includes”- Deal name — A short description (e.g., “Website redesign for Acme Ltd”)
- Value — The expected revenue amount
- Stage — Where it sits in your pipeline (Qualification, Proposal, Negotiation, etc.)
- Expected close date — When you think it will close
- Related contact and company — Who you are selling to
- Activities — Calls, emails, and meetings tied to this deal
How HARi CRM handles it
Section titled “How HARi CRM handles it”In HARi, deals are called Opportunities. Each opportunity links to contacts, companies, and activities automatically. You can:
- View all deals in a pipeline using list, Kanban, or chart view
- Filter by stage, owner, or close date to focus on what matters
- See total pipeline value at a glance on your dashboard
- Get AI-powered insights on which deals are at risk
Learn more: Manage Deals | What Is Pipeline Management?