CRM & Sales
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.
Definition
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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