When creating a Booking you will assign a Deal Value to it, this will be your expected revenue for your Booking. Once the Booking is confirmed and all revenue items have been added you will be able to compare your actual revenue with your deal value and report accordingly.
The Deal Value will be particularly useful when analysing your pipeline, giving a deal value to your bookings will update the Pipeline Stage accordingly so you can track where is your potential revenue positioned.
How to Add a Deal Value
Open a Booking
Scroll to the top of the Booking Summary page
Click on the Currency Value next to the Booking dates
Enter a Value
Click the checkmark or press enter
How to use Deal Values
From the Pipeline
Once the deal values are updated in your bookings you can see the Pipeline Stage's expected revenue in the column header.
For reporting
Bookings by Lost Reason: you will be able to check the lost expected revenue using the Deal Value column.
Booking Graphs: you will be able to compare your deal value with your revenue, and get a general overview of your bookings.
Important Considerations about Deal Value
When inputting a Deal Value only numbers and a decimal place are accepted
Using the Deal Value merge field, you can pull the information into Email templates & Document Templates