Deal Book and Pipeline

Deal Management Software

Your CRM says the deal closed, but nobody on the sales or finance team can tell you what it did to revenue.

DealARR tracks every deal with its value, term, stage, and renewal date, then reports the recurring revenue, invoice schedule, and commission that deal creates.

Deal Management Software dashboard in DealARR

What Deal Management Software Does

Deal management software tracks every opportunity and contract in one place, with its value, stage, owner, and key dates. Most sales teams stop there. DealARR carries each deal one step further, because every record also holds the revenue that deal creates, so deals management stops being a spreadsheet chore and starts feeding revenue reporting directly. The data behind the pipeline and the data behind the board report become the same data, which is what deal tracking software should deliver.

One record per contract

Every deal holds one record: customer, product, value, currency, term, start and end dates, owner, and status. No parallel copy lives in a side spreadsheet on someone's laptop.

Stage and status tracking

Deals move through the stages your sales team already uses. Status decides what counts, so only active, renewed, and expanded deals contribute revenue to the reported total.

Every deal carries its revenue

Deal value and term become a recurring revenue figure on the deal itself, so a closed deal immediately shows what it added to the run rate.

Renewals and expirations

DealARR tracks renewal and end dates per deal and groups them into 30, 60, and 90-day windows, so no contract lapses because it fell off a calendar.

Owner and team attribution

Every deal carries an owner, so pipeline, closed revenue, and quota attainment roll up by rep, by team, and by segment without a manual export.

Real-time recalculation

When a rep changes a deal's value, stage, or close date, every downstream number moves with it in real time. Nobody rebuilds a report to see the effect.

Deal Tracking Software That Knows the Revenue

Deal tracking software should tell you what closing a deal changed, not just that it closed. DealARR links every deal to the revenue it adds, the invoices it triggers, the revenue it will recognize, and the commission it earns. Sales teams get a live pipeline and finance teams get the revenue consequence of that pipeline, from one deal book rather than two systems that disagree by the end of every month. The solution was built for teams that already work in a CRM and need the reporting layer their CRM does not provide, without adding another set of workflows for reps to maintain.

Central deal book

One place holds every contract your sales team has sold, live or expired, so the deal book becomes the record every other report reads from.

Pipeline by stage

See open deals by stage with value and expected close date, and spot where deals collect instead of moving forward.

Deal-level revenue

Read revenue by deal, customer, product, plan, segment, or owner, because every deal carries its own contribution to the recurring total.

Renewal and expiry view

Contracts approaching renewal group by window, with the revenue at risk attached, so the renewal conversation starts in good time.

Win and loss analysis

Compare won and lost deals by size, product, segment, and rep to see what your sales team actually converts rather than what it believes it converts.

Forecast from pipeline

Forecast from live deal values, stages, and close dates, and keep committed renewal revenue separate from pipeline revenue.

Deal-linked commissions

Each closed deal shows the commission and earnings it generates, so reps and finance read one figure instead of arguing monthly.

Per-rep scorecards

Every rep gets a scorecard showing pipeline, closed revenue, and attainment against plan, so a deal review runs on real numbers.

Team and segment rollups

Deal data rolls up by team, region, and segment, so a sales leader sees where the quarter is really being won.

Stalled deal surfacing

Deals with no movement surface by time in stage, so a sales manager sees which ones need a decision rather than another status update. The insights come from deal data your reps already keep current.

At-risk revenue flags

Deals approaching renewal without engagement carry a risk flag, so the revenue exposed is visible while there is still time to act.

Works with your CRM

DealARR is not a CRM and does not try to be. It syncs with HubSpot and Salesforce, leaves the selling activity there, and reports the revenue side. Those figures drive the deal pipeline management metrics below.

Deal Pipeline Management Metrics That Matter

Deal pipeline management works only when the pipeline numbers and the revenue numbers come from the same data. Every metric here reads from the deal book, so win rate, forecast, and recurring revenue never need reconciling against each other before a Monday sales meeting. DealARR tracks 96 SaaS metrics in total, and a sales team and a finance team can read the same set without translating between two tools.

Pipeline ARRForecast ARROpen DealsWon DealsLost DealsWin RateAverage Deal SizeSales CycleDeal Stage MixNew ARRExpansion ARRRenewal ARRARR at RiskQuota Attainment

Who Uses This Sales Deal Management System

Sales leaders, revenue operations teams, and founders use this sales deal management system for the same deal data and three different questions. A sales manager asks which deals need attention, a revenue operations team asks whether the numbers tie, and a founder asks what the pipeline is worth in real revenue. One deal book answers all three in real time.

Sales leaders and managers

You see the pipeline by stage, which deals are stalling, and what each rep is tracking against quota. Deal reviews run on current numbers, so your team spends the meeting on deals that need a decision rather than agreeing what the data says.

RevOps teams

One system feeds pipeline, forecast, revenue, and commissions, so nobody stitches CRM exports to billing exports. When a deal changes, every downstream number changes with it, and month-end stops eating three days of your time.

Founders and CFOs

You know what the sales pipeline is worth in recurring revenue, not just in deal count. Closed business, renewals at risk, and forecast revenue come from one deal book, so the board number and the sales number are the same number.

Frequently Asked Questions

Common questions about deal management software and how DealARR tracks deals and their revenue.

What is deal management software?+
Deal management software tracks every sales opportunity and contract from open to closed, holding its value, stage, owner, and dates in one place. DealARR is deal management software for B2B SaaS that also carries what each deal is worth in recurring revenue, so pipeline and revenue agree.
How is this different from a CRM?+
A CRM manages selling activity: emails, calls, tasks, and notes. DealARR manages what a deal does to revenue, including its recurring value, invoice schedule, renewal date, and commission. It is not a CRM and does not replace one. It syncs with HubSpot and Salesforce instead.
What are the stages of deal management?+
Most B2B sales teams run prospect, qualified, proposal, negotiation, closed won, and closed lost, then renewal after the first term. DealARR tracks whichever stages your team already uses and ties status to revenue, so only active, renewed, and expanded deals count toward the total.
Can I see revenue for each deal?+
Yes. Every deal in the book carries its value, term, and the recurring revenue it contributes, so you read revenue by deal, customer, product, segment, or rep. That is the difference between knowing a deal closed and knowing what closing it did.
Do I have to move off HubSpot or Salesforce?+
No. Keep your CRM. DealARR connects to HubSpot, reads your deal data, then adds the revenue layer a CRM does not have: recurring revenue per deal, invoice schedules, renewals, and commissions. Salesforce teams can compare both approaches on our comparison page.
How does deal tracking improve forecasting?+
Forecasts sharpen when they build from the deal book rather than a rep's instinct. DealARR forecasts from live deal values, stages, and close dates, and shows renewal revenue already committed. You see committed revenue and pipeline revenue as two separate numbers in real time.
Can I track deals by rep and team?+
Yes. Every deal carries an owner, so pipeline, closed revenue, quota attainment, and commissions roll up by rep, team, region, and segment. A sales manager reviews a single team without exporting anything, and a leader compares teams on the same data.
How does it surface deals that are stalling?+
DealARR measures time in stage for every open deal, so deals with no movement surface without anyone hunting for them. Renewals approaching their date without engagement carry a risk flag, which puts the exposed revenue in front of the sales team early.
Does it handle renewals as well as new deals?+
Yes. Renewal is a tracked stage, not an afterthought. DealARR groups contracts by 30, 60, and 90-day renewal windows, attaches the recurring revenue at risk in each, and separates renewal revenue from new business in every forecast and report.
How much does DealARR cost?+
DealARR costs $299 per seat per month for Base, covering the deal book, billing schedules, and revenue metrics. The Founder and CFO Hub costs $399 per seat per month and adds revenue recognition and board reporting. A 30-day free trial covers up to 5 users.

Move Deals onto One Deal Management Platform

Import your deals and DealARR gives your sales team the pipeline, gives finance the revenue each deal creates, and gives both the renewals landing next quarter, from one deal management platform.

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