Deal value is the monetary figure that represents what you expect to earn from a deal.
By default, deal value is calculated automatically from the services you add. You can also set it manually, which is useful when the agreed commercial value differs from the internal service breakdown.
Accessing Deal Value Settings
The deal value is displayed in the deal header, next to the Won and Lost buttons.
To configure how it's calculated, click the gear icon ⚙️ next to the value. This opens the Deal settings window, where you can manage both the deal value source and, for retainer deals, the deal type and period settings.
Calculated from Services
This is the default option. The deal value equals the sum of all services on the deal and updates automatically as you add, edit, or remove services.
Use this when your quoted price and your service breakdown are the same — the deal value stays in sync without any manual input.
Manual Deal Value
Select Manual entry to enter a fixed deal value yourself. This value won't change when services are updated — unless you confirm it when prompted.
Use manual deal value when the contracted amount is fixed and your internal scoping may still change. For example, on fixed-price engagements where the service breakdown is being refined.
📌 When deal value source is set to Manual, the deal value you enter is used as the basis for Deal financial forecasting.
If you switch to Calculated from services, forecasted revenue recalculates based on the new value. Switching between sources may impact your forecasting distribution.
👉 See Deal Financial Forecasting.
Deal Value on Retainer Deals
On retainer deals, the deal value can be entered as a Total or Per period amount. Switch between them using the dropdown next to the value field (available both during deal creation and in the ⚙️ Deal settings modal).
Per period: enter the value for a single period (e.g., $15,000/month). The total is calculated automatically as per period × number of periods (e.g., $90,000 over 6 months).
Total: enter the full contract value (e.g., $90,000). The per-period amount is calculated automatically.
👉 See Retainer Deals for full details on setting up and managing retainer deals.
Deal Value When Creating a Deal
The deal creation wizard includes a Deal value field in the deal data step. Leave it empty to calculate from services, or enter a value to set it manually from the start.
Deal Value in Reports
In the Deals report:
Budget Total: reflects the deal value source (the manually set value if using Manual entry, or the sum of services if using Calculated from services).
Total Budget from Services: always shows the sum of services, regardless of the deal value source. Use this alongside Budget Total to compare both values.
Forecasted revenue: the distributed revenue based on your Deal financial forecasting settings, either Weighted deal value or full Deal value.
Forecasted revenue source: shows which basis applies to each deal.
Copying a Deal
When you duplicate a deal, the deal value settings (source and value) carry over automatically.
For retainer deals, the deal type, period, and number of periods also carry over when duplicating.
