Entering deal details

Keep your pipeline organized and your deal insights accurate

Entering deal details in Invelo is essential for managing your deals and powering your analytics. When you move a lead to a deal, adding key info—like deal type, stage, offer amount, and closing date—keeps your pipeline organized and feeds directly into your Deals Analytics Dashboard.

This data forms the basis of your deal insights, helping you track performance, spot bottlenecks, and make informed decisions—so it’s important to fill out these details as soon as a deal is created.

Why it's important

When you move a lead to a deal, you're starting a new stage in the investment process. The details you enter at this point—such as deal type, purchase price, purchase date, sale price, sale date, and profit—are used to:

• Track the progress of each deal

• Understand the strength of your pipeline

• Analyze deal flow and bottlenecks

• Provide key data in your Analytics Dashboard

Filling out deal information completely and accurately is essential because it forms the foundation of your analytics, giving you real insights into your performance and helping you make smarter business decisions.

What to enter

When creating or updating a deal, be sure to include the following:

• Deal Type: Indicates the nature of the transaction (e.g., wholesale, flip, rental). This helps categorize your deals and analyze which strategies are most successful.

• Purchase Price: The amount you paid or expect to pay for the property. This is essential for calculating profitability and tracking your investment costs.

• Purchase Date: The date you acquired the property. Knowing this helps measure deal timelines and cash flow schedules.

• Sale Price: The amount you sold or plan to sell the property for. This is critical for evaluating your returns and overall deal success.

• Sale Date: The date the property was sold. This helps analyze how long deals take to close and impacts financial forecasting.

• Profit: The net gain from the deal after all expenses. This is the key metric for measuring the success of each investment and your overall business performance.

When to enter Deal Details

You should enter deal details as soon as you move a lead to a deal. This helps ensure your pipeline and analytics stay up to date from day one.

How to add or edit Deal Details

1. Go to your Deals Pipeline CRM. 
   

2. Click on a property record to open the single property record view.

   
3. Navigate to the Deal details panel. 
   
4. Click on the Add fields to update the details for Deal type, Purchase price, Purchase date, Sale price, Sale date and Profit.
5. Hit Save to update the details.

Final thoughts

Entering deal details may seem small, but it has a big impact on your ability to make smart, data-driven decisions. Take the time to keep this information complete and current—it will pay off with better insights and more closed deals.

Need support?

Need help managing deals? You can reach out to the Invelo support team by sending a message through the in-app chat or email at support@inveloapp.com.