Deals
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A deal represents an opportunity to increase revenue for your business. It can either be new business or an upsell or an existing account. The deal object is key to forecasting as it has information about probability and deal size.
The deal table gives you a convenient view of all the deals in Bunny.
Can you use the table/kanban toggle at the top to view deals in columns to get a better view of deals by stage. And you can drag deals to another column to update their stage.
The deal kind is either new business or existing business. It's important for Bunny's analytics to distinguish between the two. For example, the revenue movement chart needs to know if an amount is an upsell or a new customer and when analyzing sales performance, it's important to know how much business is coming from new customers and how much is from existing customers, i.e. gross retention revenue.
A deal can be created in a number of ways; by a sales person, as a sign-up or by a customer through the portal. In order to distinguish these types of deals from each other in the user interface, Bunny will set the origin depending on who created it.
There are four different origins.
Sales - the deal was created by a user in Bunny.
Portal - the deal was created by a customer contact in the portal.
Signup - the deal was created by a customer who signed up on your marketing website. This has to be set explicitly when you create a subscription via Bunny SDK.
Other - the deal was created some other way, for example data migration.
Bunny will default origin to Other if no origin is specified in GraphQL or SDK calls.
The probability is driven by the deal stage.
Bunny has seven default deal stages as shown below and you can customize them via Other -> Deal stages, to fit your needs. Whenever you change the stage of a deal, the probability will be updated accordingly.
Qualification
10%
Meeting scheduled
30%
Proposal
60%
Negotiation/review
80%
Closed/won
100%
Closed/lost
0%
The contact is the person who will receive the quotes by email as well as accept them. You can change the contact at any point in time so long as the contact belongs to the same account.
While it is possible to just work with deals and never create a single quote, quotes are the real super power of deals. Read more about .
The value of a deal is calculated based on the associated to the Deal.
