IN THIS ARTICLE

Deals are the individual revenue opportunities that you manage in Estii. This article introduces the deal hierarchy and the key concepts for estimating, pricing and presenting deals

CONTENTS

The deal hierarchy

Unlike a flat spreadsheet or price list, Estii has a hierarchical commercial model to make collaborating on deals more efficient, scalable and automated. The structure can provide a bit of a learning curve, but once you gain familiarity with its structure, you'll be able to estimate and manipulate complex budgets with ease.

The illustration below shows the overall deal hierarchy, and key elements within them

Deals

The deal page is the top of the deal hierarchy, and contains an overview of the deal size, price and activity

The deal header provides a summary of the deal value and status

• Progress the deal status (approve, close, etc)
• Present and export proposals for customers

Overview

The overview tab provides a summary of the deal budget, timeline and workflow.

• Budget breakdown by category (features, overheads, etc)