> ## Documentation Index
> Fetch the complete documentation index at: https://usepike.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Deals

> Track pipeline deals in list or kanban views, quote with margin, and convert wins to projects.

**Finance** → **Deals** shows your sales pipeline in **Board** (kanban) or **List** view. Deals link to customers, line items, and, when you win, projects.

## Pipeline views

* **Board**: columns match your [custom deal statuses](/docs/settings/deal-statuses). Drag cards between columns to update status.
* **List**: table of deals with the same filters and properties.

By default you see active deals. Switch to **All** or **Closed** to include archived or lost work.

### Pipeline value

The board header summarizes total value by stage so you can see where opportunities sit in the funnel. The same numbers are available as **Sales pipeline** and **Weighted pipeline** widgets on [dashboards](/docs/dashboards/metric-catalogue#forecast).

### Filters

Filter by **Customer**, **Deal status**, **Owner**, and **Amount** (min/max).

## Deal properties

When you create or edit a deal:

* **Status**: from your workspace pipeline
* **Customer**: existing client or leave blank for a new prospect
* **Owner**: workspace member responsible for the deal
* **From** and **To**, [workspace](/docs/finance/settings) and customer contacts on the PDF; Pike prefills primary contacts when you pick a customer
* **Line items**: products, quantities, prices, discounts, tax, and optional cost (see below)

Selecting a **To** contact can set the **Customer** from that contact's record.

## Line items

Each line includes **Product**, **Quantity**, **Unit price**, **Discount**, and **Tax rate (%)** on the row.

Use the row menu to add a **Description**, **Add cost**, or delete the line.

### Cost and margin

**Add cost** opens a supplier picker (member, position, or contractor) and a unit cost. Pike shows margin per line with a breakdown on hover, and roll-up **Revenue**, **Cost**, and **Margin** totals when any line has cost.

Choosing a product can fill title, price, tax, and a default cost supplier from your product catalog.

## Convert to project

When a deal is ready to deliver, choose **Convert to project** on the deal detail page or from the kanban menu. Pike creates a linked project and opens the project overview. If the deal already has a project, the button becomes a link to that project.

Moving a deal to a **Won** status can prompt you to create a project when one is not linked yet.

## Send quote

**Send quote** opens an email dialog with a PDF preview. Add multiple recipients (contact search or typed emails), edit the message, and send from Pike. **Download PDF** remains available alongside send.

## Revenue analysis

Deal line items feed **Finance** → **Overview** reports such as deal revenue breakdown by product.

> **[Deal statuses](/docs/settings/deal-statuses)**
>
> Configure pipeline stages and colors.

> **[Invoicing](/docs/finance/invoicing)**
>
> Same line-item tools on invoice drafts.


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