Track every deal in Piraja CRM: use the six pipeline stages, set value and probability, use the pipeline view and forecast, and keep next steps in tasks.
Why track deals in one place
When deals live in email or spreadsheets, you can't see the full pipeline or what revenue to expect. Tracking opportunities in a CRM gives you one view: every deal in a stage, linked to a contact, with value and next steps. You can move deals as they progress, spot what's stuck, and use forecasting for the next 30, 60, or 90 days.
Stages: where each deal sits
In Piraja every opportunity is in one of six stages: Lead, Qualification, Proposal, Negotiation, Won, Lost. Pipeline view — Open the Pipeline to see all opportunities as cards; drag a card to change its stage. Opportunities list — Edit the stage field on each opportunity. See What Are Sales Pipeline Stages?.
Value, probability, and expected close date
For each opportunity: Value — The deal amount (with currency). Probability — 0–100%, used for weighted value and forecast. Expected close date — When you expect the deal to close. Update these when you learn more. The pipeline and forecast use this data.
Forecasting (30, 60, 90 days)
Piraja can show a revenue forecast for the next 30, 60, or 90 days based on current opportunities in active stages, their value and probability, and expected close date. Use the forecast to plan capacity and set expectations.
Next steps: tasks
Tracking isn't only about stage and value—it's about what to do next. For every deal, keep next steps in Tasks linked to the opportunity: create a task with a clear title, set a due date, assign if needed. See How to Avoid Lost Leads.
Best practices
One opportunity per deal. Move the stage when the deal moves — Update as soon as the real-world step is done. Keep probability and close date updated so the forecast reflects reality.
Frequently asked questions
Where do I see the forecast? Check the Pipeline module or dashboard for forecast or pipeline analytics. Can I track deals in a spreadsheet? You can, but you lose a single source of truth, task linking, and contact history. Who can I contact for help? Contact support at support@piraja.io.
Conclusion
Track deals by creating opportunities, setting stage and value (and probability and expected close date), using the pipeline view, and keeping next steps in tasks. See What Are Sales Pipeline Stages?, How to Set Up a Sales Pipeline, and How to Move a Deal Through Pipeline Stages.