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IN THIS SECTION

Deals are the core of Estii. They represent each revenue opportunity or budget managed within your space. This section provides all the information you need to manage, estimate, price, and publish deals.

Introduction

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What is a Deal?

This article introduces the deal hierarchy and the key concepts for estimating, pricing and presenting deals

Pipeline

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Pipeline

The deal pipeline is the central dashboard for all the deals in your space.


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Pipeline forecasts

Pipeline forecasts provides detailed revenue and resourcing insights across your active deals


Deal Management

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Deal setup

A step-by-step guide to creating your first deal

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Deal lifecycle

Learn about deal statuses, actions, modes and versions


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Overview

The deal overview provides a summary of the deal value, timelines and status.


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Phases

A Phase is a subset of a deal containing price, scope and schedule for a set of features

Estimation

Each phase contains estimated features and overheads that determine the maximum effort and price of the phase.

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Features & Tasks

Features are time-based estimates based on requirements/deliverables