Productive

Everything you need to know about Sales Pipeline management in Productive.

Sales

Set up your sales pipeline stages and lost reasons in sales settings.

General Sales Settings: Pipeline Stages, Lost Reasons, and Default Deal Probability

Set up multiple sales pipelines and customize their stages to monitor how leads move through your sales process.

Setting up Your Sales Pipelines

Sales Pipeline Setup and Configuration

Add services to deals in the sales phase. Use different pricing models to set up a fixed price or time and materials proposal.

Adding Services to a Deal

Disable time and expense tracking on deals by turning off these options for each stage in your sales pipelines.

How to Disable Tracking Time and Expenses on Deals

Enable approval for time tracked in deals. Entries are recognized but remain non-billable until the deal is won.

Time Approval in Deals

Save time and ensure consistency with deal templates—predefine services and settings to quickly create structured deals in Productive.

Deal Templates

Link a deal to a project to track related work, tasks, and collaboration in one place. Easily connect new or existing deals to projects.

Adding a Deal to a Project

Learn to share deals with your team and ensure you're always informed about deal activities with watch notifications.

Sharing Options for Deals

Distribute your projected deal revenue across a date range to improve revenue forecasting and reporting accuracy.

Distribute Projected Revenue Across Time in Deals

Learn how to configure deals with services, templates, and sharing options before moving them through your pipeline.

Deal Setup

Add a new deal and its win probability, change deal owner, leave notes on deals and assign To-Dos to yourself to follow up regularly.

Managing a Deal

Win a deal and create a new project or a budget based on the deal settings and service setup.

Winning a Deal

Lose a deal and add a lost reason to know why you are losing potential clients. Lost reasons can be set up manually in the Sales settings.

Losing a Deal

There are a few reasons why you may be unable to track time against a service in a deal. Let's see what they are!

Can't Track Time Against a Sales Deal?

Learn how Previous Deal Probability and Previous Stage help you analyze deal trends, improve forecasting, and refine sales strategies.

Tracking Previous Deal Probability and Stage

Visualize your sales funnel, identify drop-offs, and measure conversion rates across stages using Deal Funnel reports.

Using Deal Funnel Reports to Track Pipeline Performance

Check the Overview tab in your deal to gain insights into your deal's financial health and performance.

The Deal Overview Tab

Track and manage deals and profitability with detailed forecasting and profitability charts in Productive.

Forecasting and Profitability Charts in Deals

Use deal aging fields to identify stalled deals, measure sales cycles, and automate pipeline health checks in reports and automations.

How to Use Deal Aging Fields

Add multiple contacts to a deal or budget, mark one as primary, and manage all contacts from the Client details tab in the sidebar.

Managing Contacts on a Deal or Budget (Beta)

Handle your deals effectively, from updating their status to tracking probability changes and resolving time-tracking issues.

Managing Deals

Learn how to switch between document templates when sending a sales proposal.

How to Change the Proposal Template

To ensure you never lose track of client communications, BCC emails to Productive and assign them to deals, budgets, and invoices.

BCC Emails to Productive: Organize with Budgets, Deals, or Invoices

PDF Templates and Communication

Explore how to create, send, share, accept, sign, and track deal proposals in Productive.

Overview of Deal Proposals in Productive

Learn how to create, edit, delete, and regenerate deal proposals in Productive.

Creating and Managing Deal Proposals

Learn how to send deal proposals to clients via email in Productive, including layout, recipients, and plan differences.

Sending Deal Proposals via Email in Productive

Learn how to generate public links, have clients accept and e-sign proposals, and track acceptance via Audit PDF.

Accepting and Signing Deal Proposals

Explore the Proposal workspace in Productive, including Document, Feed, and Analytics tabs for tracking and managing proposals.

Proposal Tabs: Document, Feed, and Analytics

Learn how to create, send, manage, and track deal proposals throughout your sales process.

Deal Proposals

Time and expenses approval policies for deals help manage submissions by defining who approves time entries and expenses.

What Are Time and Expenses Approval Policies for Deals?

Create and configure policies for deals to control how time and expense submissions are approved.

Setting Up Time and Expenses Approval Policies for Deals

Learn how to assign or update time and expenses approval policies for deals to automate approvals.

Assigning a Time and Expenses Approval Policy to a Deal

Modify, archive, or restore approval policies for deals to keep approvals aligned with organizational changes.

Managing Time and Expenses Approval Policies for Deals

Define who can approve time entries and expenses in deals.

Time and Expenses Approval Policies for Deals

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