CRM and sales pipeline glossary
Plain definitions for the terms used across Dealbase. Each entry describes how the term applies to a mid-market B2B sales team.
Sales pipeline
The set of open deals a team is working, grouped by stage from first contact to closed. Dealbase shows the pipeline as a kanban board.
Deal rotting
A deal that has sat in one stage past a set threshold. Dealbase flags rotting deals so reps act before they go cold.
Win rate
The share of deals that reach closed-won out of all deals closed in a period. It is a core measure of sales efficiency.
Sales cycle
The time from a deal being created to closed-won. Shorter cycles free up rep capacity and improve forecast accuracy.
Contact enrichment
Filling in missing company and contact details automatically, so reps spend less time on manual data entry.
Revenue analytics
Reporting on pipeline value, win rate, sales cycle and forecast, used to answer what will close this quarter.
No-code automation
Building triggers and actions through a visual builder rather than code, so sales operations can run without engineering.
Pipeline hygiene
The practice of keeping deal stages, close dates and next steps current, so the pipeline reflects reality.
Role-based access control (RBAC)
Granting users permissions by role rather than one by one. Available on the Dealbase Growth plan and above.
SCIM
A standard for provisioning and de-provisioning users automatically from an identity provider. Available on Dealbase Enterprise.