Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.
Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.
Manage opportunities from first touch to close with stages, values, and forecasting.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 202610 min read
The Deals section is where revenue happens. Every qualified opportunity with a potential dollar value lives here. You track deals from initial proposal through negotiation to closed won or closed lost. This is the core of sales management.
Unlike Leads (which track engagement quality), Deals track commercial opportunity. A deal has an expected value, a close date, and a probability. These numbers feed your revenue forecast.
Deals move through stages that represent your sales process. Lumenbase includes default stages, but you can customize them completely.
| Stage | Purpose | Default Probability |
|---|---|---|
| Discovery | Understanding needs and fit | 20% |
| Proposal | Solution presented | 40% |
| Negotiation | Terms under discussion | 70% |
| Closed Won | Deal signed and booked | 100% |
| Closed Lost | Opportunity did not close | 0% |
The probability at each stage feeds into forecasting. A $100,000 deal in Discovery contributes $20,000 to your weighted forecast. Move it to Negotiation and that contribution jumps to $70,000.
Deals typically come from converted leads, but you can also create them directly for inbound opportunities or referrals.
| Field | Purpose | Guidance |
|---|---|---|
| Deal Name | Identifies the opportunity | Usually company name + product/use case |
| Company | Who you are selling to | Must exist in your CRM first |
| Pipeline | Which sales process applies | Select if you have multiple pipelines |
| Stage | Current progress | Start at the earliest applicable stage |
| Value | Expected contract amount | Best estimate, update as you learn more |
| Close Date | When you expect signature | Be realistic, not optimistic |
The Deals page shows your pipeline as a Kanban board by default. Each column is a stage. Cards are individual deals. The visual layout shows pipeline health immediately.
Each card shows key information: deal name, value, close date, and owner. Color coding often indicates deal health or days since last activity. Hover for more details.
Not all deals are equally likely to close. Lumenbase tracks signals that indicate whether a deal is progressing normally or showing warning signs.
| Factor | What It Measures | Why It Matters |
|---|---|---|
| Activity recency | Days since last logged activity | Stale deals rarely close suddenly |
| Stage velocity | Time in current stage vs. average | Stuck deals may need intervention |
| Close date accuracy | Has the date been pushed multiple times? | Repeated pushes signal trouble |
| Stakeholder engagement | Are contacts responding? | Silent prospects are risky |
| Next step clarity | Is there a defined next action? | Deals without next steps drift |
The system aggregates these factors into a health indicator visible on each deal. Green means on track. Yellow means attention needed. Red means at risk. Use these to prioritize your pipeline reviews.
Deals require active management. Here is what you should update and when:
Every deal ends in one of two places: Closed Won or Closed Lost. Both outcomes matter for your data.
When a deal closes successfully, mark it Closed Won and enter the final contract value. The company automatically becomes eligible for the Accounts section if it is not already. Celebrate appropriately.
When a deal does not close, record why. This data is valuable for improving your sales process.
| Loss Reason | What to Examine |
|---|---|
| Lost to competitor | Competitive positioning, pricing |
| No decision | Qualification rigor, urgency creation |
| Budget cut | Timing, value demonstration |
| Champion left | Stakeholder mapping, multi-threading |
| Product gap | Roadmap alignment, expectation setting |
Your pipeline feeds directly into revenue forecasting. Lumenbase calculates expected revenue based on deal values and probabilities.
A $50,000 deal at 40% probability contributes $20,000 to your weighted forecast. As the deal progresses and probability increases, so does its forecast contribution.
Accurate forecasting requires accurate pipeline data. Stale close dates, unchanged probabilities, and zombie deals all distort projections. Clean pipeline hygiene is a prerequisite for reliable forecasts.
Lumenbase 101 · Step 7 of 8
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