Manual Deals / Sales cycle

A deal (or sales cycle) represents a commercial opportunity identified with a customer, a prospect, or through a referrer. Unlike a one-off quote, the deal lives over time: it moves through successive stages (from detection to negotiation), aggregates an estimated amount, and gathers all sales traceability (quotes sent, meetings held, exchange notes) before concluding in a win or a loss.

The 4 entities managed in the module

Left-hand side menu: Deals. The submenu gives access to the Cycle dashboard, Deals, Quotes, Meetings, Documents and Notes, as well as Settings (teams, origins, partners, loss reasons, cycle stages).

The Deals list is the heart of the module. Each row shows the deal's label, its origin, the customer, the start / end dates, the responsible team and the current stage (status) — shown as a colored dot using the stage's configured color.

List columns

Fields entered when creating a deal

The New form gathers the deal's identity, its customer attachment and its management.

Cycle quotes are the sales proposals attached to deals. They follow their own status cycle (from preparation to approval) and feed the deal's remaining to invoice. Each quote can be exported as PDF.

Statuses of a cycle quote

Meetings track the appointments held around a deal: date, objective, internal team members present, partner contacts and customer. Each meeting carries a description that serves as the minutes.

Notes form the tracking log of a deal: each note records a free-form observation, the author and the date. They let you reconstruct the complete timeline of exchanges (call, email, visit, follow-up…).

A deal moves stage by stage. The stages (table EtatCycleDeVente) are configurable: each one carries a rank, a color, and an "allows loss reason" flag. The deal also carries a closing status: Not yet, Won or Lost.

flowchart LR
  A([Detection / Prospect]):::s --> B[Qualification]:::p
  B --> C[Quote / Proposal]:::p
  C --> D[Negotiation]:::w
  D -->|agreement| G([Won]):::ok
  D -->|refusal + reason| K([Lost]):::ko
  G --> H[Approved quote
-> Order / Invoice]:::ok
  classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef s fill:#E0F2F4,stroke:#1A8EA5,color:#0E6B78;
  classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Deal closing status

Access to each screen (Deals, Quotes, Meetings, Notes) and each action (create, delete) is governed by the user's profile privileges.

Indicative matrix — depends on the profiles defined in your company.