Enteraxion Portal - Sales Pipeline Management
The Deal Desk is a comprehensive sales pipeline management system within the Enteraxion Portal. It allows administrators to track opportunities from initial lead through to closed deals, with full profitability analysis and conversion to active projects.
Track deals through customizable stages from New Lead to Closed Won
Calculate margins, labor costs, and gross profit for each opportunity
Log calls, emails, meetings, and tasks for every deal
Attach proposals, contracts, and supporting documents
Access the Deal Desk from the portal sidebar by clicking Admin and then Deal Desk. You must have administrator privileges to access this feature.
Only users with enteraxion_admin or super_admin roles can access the Deal Desk. If you see an access denied message, contact your system administrator.
The default view displays all deals in a sortable table format with the following columns:
| Column | Description |
|---|---|
| Deal Title | The name of the opportunity (clickable to view details) |
| Account | The company or organization associated with the deal |
| Stage | Current position in the sales pipeline |
| Value | Estimated deal value in dollars |
| Probability | Likelihood of closing (percentage) |
| Close Date | Expected close date |
| Owner | Team member responsible for the deal |
Click the Pipeline tab to view deals as a Kanban board organized by stage. Each column represents a stage in your sales process.
Deals can also be marked as Closed Lost (0%) at any point in the pipeline.
Move deals between stages by dragging and dropping deal cards from one column to another. The probability will automatically update based on the new stage.
Click the New Deal button to open the deal creation form. Required and optional fields include:
You can create new accounts and contacts directly from the deal form without navigating away. Click the "+" button next to the Account or Contact dropdown.
Click on any deal title to open the detail page with four tabs:
Account info, contact details, key dates, owner, and stage history timeline
Financial analysis with revenue, costs, margins, and projections
Notes, calls, emails, meetings, and tasks with timestamps
Upload and manage documents, proposals, and attachments
The Profitability tab provides a comprehensive financial analysis for each deal. Enter your estimates to see real-time calculations.
| Field | Description |
|---|---|
| Billing Type | Fixed Price or Time & Materials |
| Estimated Revenue | Expected total revenue from the deal |
| Estimated Labor Hours | Total hours required to deliver the project |
| Blended Labor Rate | Average hourly rate for the team (uses admin-configured default) |
| Other Expenses | Non-labor costs (software, travel, etc.) |
| Contingency % | Risk buffer percentage (uses admin-configured default) |
Deals with margins below 20% display a warning indicator. Review the cost structure before proceeding.
Track all interactions and tasks related to a deal in the Activity tab.
Each activity is timestamped and attributed to the user who created it. Activities can be deleted if needed.
The Files tab allows you to upload and manage documents associated with the deal.
Consider attaching proposals, SOWs, contracts, presentation decks, and any supporting documentation that helps tell the story of the deal.
Access the Reports page by clicking the Reports button on the Deal Desk page.
Four key performance indicators at a glance:
Breakdown table showing:
Deals that require attention:
When applicable, displays the count and total value of won deals.
Access the Settings page by clicking the gear icon on the Deal Desk page header.
Configure system-wide defaults that are applied to new deals:
| Setting | Description | Fallback Default |
|---|---|---|
| Default Blended Labor Rate | Hourly rate used for new deal profitability calculations | $85/hour |
| Default Contingency Percent | Risk buffer percentage for new deals | 10% |
Optionally define hourly rates for specific roles:
Settings only affect new deals. Existing deals retain their saved values and are not modified when you change the defaults.
When a deal reaches the Closed Won stage, it can be converted into an active project.
Converting the same deal multiple times will not create duplicate projects. The system recognizes previously converted deals and links to the existing project.