Your first deal
Adding a deal is the foundational action in FlareForge. Everything else — pipeline value, follow-up queue, ROI models, critical dates — flows from the deals you track.
Adding a deal
Navigate to Deals in the top navigation and click New deal. Fill in the required fields:
| Field | Description |
|---|---|
| Aircraft / Asset | Free text (e.g. "B737-800 MSN 3421") or FlarePath-linked asset |
| Counterparty | The company on the other side of the deal |
| Deal value | Your expected transaction value |
| Stage | Starting stage: Prospect, LOI, Due Diligence, Negotiation, or Closing |
| Close date | Estimated close date — used by the Closing Soon dashboard filter |
| Next action | What needs to happen next, who owns it, and by when |
If you link the asset to FlarePath, the ROI Calculator can pre-populate asset data (type, age, MSN) for you automatically when you open the calculator from the deal workspace.
Moving through stages
You can advance a deal's stage from three places:
- Deal table — Click the stage badge in the table row to open a stage selector.
- Deal slide-over — Open any deal and use the stage change buttons in the header.
- Pipeline board — Drag the deal card to a new column. The change persists immediately.
Setting next actions
Every deal should have a next action. Next actions have three parts:
- Owner — The person responsible (defaults to you).
- Due date — When this action must be done. Overdue actions turn the deal's badge red on the dashboard.
- Action text — One line: what specifically needs to happen (e.g. "Send LOI to counterparty by 14:00 Thursday").
When you complete a next action, update or replace it with the next step. A deal with no next action set is considered stalled.
Opening the deal workspace
Click any deal row to open the Deal Workspace — a full-page view of the deal with an embedded ROI Calculator, inline editable summary fields, and the complete interaction history.
See Deal workspace for full details.