Work every lead as a deal

The Desk is where a lead stops being a call that happened once and becomes a deal you can see, move, assign, and close. Every deal keeps the source that produced it, so the month’s reporting adds up. It is named for the desk at a dealership where deals actually get decided.

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The board

One column per stage, left to right, ending in the outcome. Filter by location, department, source, and owner, and sort by last activity, stalest first, or amount. Filters live in the URL, so a filtered board is a link you can send to someone.

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Stage names follow your industry

The stages themselves are fixed, since automations and reporting key off them. What changes is the words on the board. Pick the template that matches how your team talks: Changing the template relabels the board. It never moves a deal.

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Desking a deal

Open a deal and it gets a worksheet: the deal’s numbers, created the first time you pencil something. Each deal also carries a short deal number you can say out loud, so “pull up 2208” works. On the worksheet you set the selling price, cash down, trade-ins, fees, and rebates. Then you build scenarios, one per payment option you want to show: Name them the way you would say them, for example “72 @ 6.99”. A worksheet can hold as many scenarios as you want to compare, and exactly one can be accepted.

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Trade-ins

A deal can carry more than one trade, because customers do. Each trade records the allowance (what the customer sees) alongside the actual cash value and the payoff. The gap between allowance and ACV is trade gross, and it stays on the manager’s side of the screen.

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Working backwards from a payment

Customers usually arrive with a payment in mind rather than a price. The solver takes the payment they want and tells you what it would take to get there, by moving one of three levers: The solver answers the question. It does not change the deal. You see what it would take and decide whether to pencil it.

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Tax and fees are per store

Tax rate, tax method, and the fee schedule belong to the rooftop, not the workspace, because a group with stores in two states does not have one answer. Retail and lease are taxed by different methods, and both are set per store. Fees are a schedule you maintain rather than free text: each fee carries its own label, default amount, whether it is taxable, whether it capitalises into a lease, and whether it counts toward front gross. A doc fee usually does; title and registration usually do not. Editing the schedule tomorrow does not reprice a quote you saved today.

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The numbers do not drift

Everything is computed in exact integer cents. There is no floating-point rounding, because a payment on a signed document should be the payment you quoted. Pencilling a deal also snapshots the unit, so an overnight inventory reprice never silently changes a customer’s numbers.

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Sending the customer their numbers

When the options are ready, pick the ones the customer should see and send them. They get a text with a link. Sending locks the scenarios you sent, so the numbers the customer is holding stop moving while you keep working the deal. The link is good for 14 days. You can revoke it from the deal at any point, and revoking kills the link immediately rather than at the next expiry. You can see whether it has been opened, and how many times.

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Reports

The monthly view breaks the funnel and win rate down by source, location, and team, with deal counts and pipeline value. Because every deal keeps its source from intake, the totals reconcile against where the leads actually came from.