Amount and probability
Without Sanka
Deal amount and probability are stale, so forecast is unreliable
With Sanka
Manage amount, probability, and expected close date on the deal
Deal management for amount, probability, pipeline, stage, and next actions
Manage deal name, amount, probability, pipeline, stage, expected close date, sales owner, next action, competitor information, and lost reason in Sanka.
CRM
Daily activity and pipeline summary with clear next steps
Daily pipeline summaryNeeds Review
Acme renewalProposalOwner: Mina
Castem expansionReviewOwner: Alex
HCO migrationClosed WonHandoff Ready
Trusted by 1,000+ teams
Overview
Keep deals ready for quotes, orders, and billing
Manage amount and probability
Track deal amount, probability, and expected close date for revenue visibility.
Manage pipeline and stage
Keep pipeline, stage, owner, and next action aligned so stalled deals are visible.
Capture competitors and lost reasons
Record competitor context, lost reasons, and history for sales improvement.
Workflow
From deal creation to quote and order handoff
- 01Create the dealAdd deal name, customer, amount, and sales owner.
- 02Update the pipelineKeep probability, stage, expected close date, and next action current.
- 03Capture decision contextRecord competitor information, customer requirements, and lost reasons.
- 04Handoff to quotes and ordersCarry deal data into quote, approval, order, and billing workflows.
Compare
Vague deal management creates forecast and handoff gaps
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Amount and probability | Deal amount and probability are stale, so forecast is unreliable | Manage amount, probability, and expected close date on the deal |
| Pipeline | Stage definitions vary by rep, hiding stalled deals | Standardize pipeline and stage so the next step is clear |
| Owner and next action | Sales owner and next steps are buried in private notes | Track owner and next action directly on the deal |
| Competitors and lost reasons | Lost reasons are not captured for improvement | Store competitor context and lost reasons for analysis |
Pipeline
Without Sanka
Stage definitions vary by rep, hiding stalled deals
With Sanka
Standardize pipeline and stage so the next step is clear
Owner and next action
Without Sanka
Sales owner and next steps are buried in private notes
With Sanka
Track owner and next action directly on the deal
Competitors and lost reasons
Without Sanka
Lost reasons are not captured for improvement
With Sanka
Store competitor context and lost reasons for analysis
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
FAQ
Frequently asked questions
Can deal amount and probability be tracked?
Yes. Deal amount, probability, expected close date, and stage can be managed on the deal record.
Can owners and next actions be tracked?
Yes. Sales owner, next action, and activity history can stay attached to the deal.
Can deals connect to quotes and orders?
Yes. Deal data can flow into quote, approval, order, and billing workflows.