Deal tracking

Deals dashboard

The Deals dashboard provides a summary view of your sales activity:

Active deals: Count and total value
Deals won this month: Realized revenue
Close rate: Percentage of deals won vs. total
Average deal size: Average value of a won deal

DealLines

Each deal can contain multiple lines for multi-product offers:

Product/Service: Line description
Quantity: Number of units
Unit price: Amount per unit
Total: Quantity x Unit price

This allows you to track revenue by product type and identify upsells.

Deal attribution

When a deal is marked "Won", Metrikia:

Records the revenue in CRM metrics
Links this revenue to the original lead's ad source
Recalculates the real ROAS of the related campaign
Updates the dashboard KPIs

This mechanism is what lets you see the real ROAS: revenue comes from signed deals, not estimates.

LTV (Lifetime Value)

Metrikia calculates LTV by aggregating all deals from the same lead. If a customer purchases multiple times, each purchase is linked back to the initial ad source.