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    1. Atlas
    2. Glossary
    3. Deal stage

    CRM & Sales

    Deal stage

    A deal stage is a labeled step in the sales pipeline that shows how far a specific opportunity has progressed, such as Qualified, Proposal Sent, or Closed Won.

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    • Also called: pipeline stage, opportunity stage

    Definition

    What is Deal stage?

    A deal stage is a labeled step in the sales pipeline that shows how far a specific opportunity has progressed, such as Qualified, Proposal Sent, or Closed Won.

    Deal stages break the path to a sale into clear checkpoints. Each stage represents a meaningful advance: from first qualifying a deal to sending a proposal to negotiating terms to closing.

    Consistent stages make forecasting possible. When each stage has an expected win probability, a team can weight open deals to estimate the revenue likely to close in a period.

    Atlas lets teams define their own deal stages in the CRM and reports on how deals move through them, feeding the sales forecast automatically.

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    • Work OS glossary

    FAQ

    Questions, answered.

    How many deal stages should a pipeline have?
    Most pipelines use four to seven stages. Enough to reflect real steps in your sale, but few enough that every rep applies them consistently.
    How do deal stages help forecasting?
    Assigning a win probability to each stage lets you weight open deals by value and likelihood, producing a more realistic estimate of revenue that will close.

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    Put deal stage to work in one platform.

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