Getting started
Pipeline
Deals
Deals (advanced)
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ReleasesDeals
IN THIS SECTION
Deals are the core of Estii. This section covers everything you need to create, estimate, price and manage deals day-to-day.
Introduction
This article introduces the deal hierarchy and the key concepts for estimating, pricing and presenting deals
Deal management
A step-by-step guide to creating a new deal
The deal page is where you manage the content, lifecycle and output of a deal. It includes a visual summary of the overall deal value, size and activity.
A Phase is a subset of a deal containing price, scope and schedule for a set of features
Payment milestones describe your expected payment structure based on deliverables, due dates and price. They are visualised as a waterfall chart in exported proposals
Estimation
Each phase contains estimated features and overheads that determine the maximum effort and price of the phase.
Features are time-based estimates based on requirements/deliverables
Overheads are additional resources that are allocated for the duration of the phase
Services are recurring unit-based estimates (products) whose total price updates based on phase duration
Expenses are one-off, unit-based estimates (products) associated with a phase.
Pricing
Once you have added some estimates to a phase, you can adjust the final price by modifying the scope, schedule or rate card used in the phase.
Scope is the editable breakdown of price by priority, feature and stream.
Schedule is the estimated duration and resourcing plan required to deliver the current scope
More
Understand how deals progress through draft, approved, in play and closed stages
Configure deal-level settings including terminology, estimation rules and permissions