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 value settings window.
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 to enter a fixed deal value yourself. This value won't change when services are updated.
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 is set to manual, projected revenue in reports and forecasts is based on that figure, not your service totals. This lets you lock in a commercial value for forecasting while your internal scope evolves.
If you switch sources on a deal that already has revenue distribution set up, all distributions will recalculate to reflect the new total.
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.
📌 If you set a manual deal value without adding services, the value is preserved on the deal.
However, if you win the deal and create a budget, it will have no services, revenue, or cost tracking. You'll need to add services to the budget manually after creation.
Deal Value in Reports
In the Deals report, the Budget Total column reflects the deal value source:
Manual → shows the manually set deal value.
Calculated from services → shows the sum of services as usual.
📌 Use the Total Budget from Services column alongside Budget Total if you need to compare both values.
Copying a Deal
When you duplicate a deal, the deal value settings (source and value) carry over automatically.
