Won & lost flow
When a deal reaches its conclusion — whether successful or not — you mark it Won or Lost. This removes it from the active pipeline and records the outcome.
Marking a deal Won
From the deal workspace header, click Mark Won. A confirmation modal appears asking for:
- Close date — The actual date the deal closed (defaults to today).
- Close notes — Optional free text. Use this for deal terms, buyer name, or anything worth recording for future reference.
Once confirmed, the deal:
- Moves out of the active pipeline and no longer appears in the board view or dashboard KPIs.
- Appears in the All tab of the deals table with a green "Won" badge.
- Shows a green status banner at the top of its workspace.
- Is included in pipeline reports with its actual close value.
Marking a deal Lost
From the deal workspace header, click Mark Lost. A confirmation modal appears asking for:
- Lost date — The date the deal was lost (defaults to today).
- Lost reason — Optional categorised reason: Price, Competitor, Timing, Counterparty withdrew, Other.
- Close notes — Optional free text with additional context.
Once confirmed, the deal:
- Moves out of the active pipeline.
- Appears in the All tab with a red "Lost" badge.
- Shows a red status banner at the top of its workspace.
- Is excluded from pipeline value KPI calculations.
Re-opening a deal
A Won or Lost deal can be re-opened from its workspace. Click Re-open deal in the header. The deal returns to the Negotiation stage (you can change the stage immediately after). The Won/Lost banner is removed.
Re-opening a deal does not delete the original close notes — they are preserved in the interaction log.
Reporting on Won / Lost deals
The Reports page includes a Won/Lost breakdown. See Pipeline reports for export options.