> ## Documentation Index
> Fetch the complete documentation index at: https://docs.floral.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Deals and forecast

> Create a Deal, keep its key facts current, and read the workflow forecast.

A Deal is one piece of work moving through a workflow. It can link companies, people, meetings, summaries, Tasks, notes, owners, tags, and custom fields.

## Create and maintain a Deal

<Steps>
  <Step title="Choose the workflow">
    Open Work and select the workflow that owns the Deal. Its stages and available fields depend on that workflow.
  </Step>

  <Step title="Add the key facts">
    Give the Deal a clear name, stage, value when relevant, expected date, owners, and linked records.
  </Step>

  <Step title="Keep the stage honest">
    Move the Deal when the underlying work reaches the next stage. Use Tasks for actions that are still outstanding.
  </Step>

  <Step title="Record the outcome">
    Mark the Deal won or lost when the outcome is known. Reopen or edit it only when the real status changes.
  </Step>
</Steps>

## Read the forecast

The forecast summarizes values from the selected workflow according to its value settings and stage configuration. A stage can contribute a configured amount or probability-based value.

Treat the forecast as a view of current Deal data. Missing values, stale stages, and inconsistent expected dates make it less useful. Filter by owner or stage when you need to explain a total.