Sales Module

The Sales module tracks deals through a pipeline from prospect to close. Enable it by selecting the Sales role in Settings → Preferences.

Deals are the core record. Each deal stores title, company, value, stage, and expected close date. Stages follow a standard progression: Prospect → Qualified → Proposal → Negotiation → Won / Lost.

The dashboard shows:

• Pipeline by stage — a donut chart breaking down deal count and total value across each stage.
• Hours by day — a 14-day area chart of sales-related work log hours, so you can see when selling activity peaks.
• Deal list — sortable rows with stage badge, value, and last updated date.

Create a deal with New deal. Update stage as conversations progress—mark Won or Lost with a reason so quarterly reviews surface what is working.

Link deals to contacts in Meetings → Contacts for full relationship context. When a deal closes, log celebration time under Sales in work logs and link to a key result if you have a revenue OKR.

Reports → Business Review includes a sales pipeline section useful for board decks.