A deal is created when a contact becomes a customer. It links a contact to an offer and records the sale details -- value, payment type, and deal type. Deals are the foundation of your revenue tracking in Limitlytics.
How deals work
A deal connects three things:
- A contact -- the person who bought
- An offer -- the product or service they purchased
- Sale details -- deal value, payment type, and whether it's a new sale or an upsell
Once a deal is created, you can record payments against it, track collection progress, and see it reflected across your dashboards.
Deal types
| Type | Description |
|---|---|
| New | The contact's first purchase. Created when a contact transitions to the "Customer" stage. |
| Upsell | An additional purchase by an existing customer. Created through the Upsell action. |
Both types are tracked separately in your dashboards and offer statistics, so you can see how much revenue comes from new sales versus upsells.
Payment types
When closing a deal, you choose how the customer will pay:
| Type | Description |
|---|---|
| Paid in full | The customer pays the full amount at once |
| Payment plan | The customer pays in installments over time |
This affects how the deal appears in your financial tracking. Payment plan deals will typically show as "Partial" until all installments are collected.
Closing a deal via the funnel
The most common way to close a deal is by moving a contact to the Customer stage:
- Drag the contact to the "Customer" column on the contacts board, or use the Status transition action
- A modal appears with the following fields:
- Deal value -- pre-filled from the last offer presented (if any). You can change it.
- High ticket -- automatically toggled based on your team's high-ticket threshold. You can override it.
- Transaction -- select "Paid in full" or "Payment plan"
- Confirm the transition
This creates a new deal of type New and updates the contact's lifetime committed value.
Tip: If the contact previously went through the "Offer presented" stage, the deal value and offer are pre-filled from that transition. This saves you from re-entering the information.
Recording an upsell
To record an additional sale for an existing customer:
- Find the contact (they must already have the Customer status)
- Open the Upsell action
- Fill in:
- Offer -- select from active offers or create one inline
- Deal value -- the price for this upsell
- High ticket -- auto-set based on the threshold
- Transaction -- Paid in full or Payment plan
- Save
This creates a new deal of type Upsell. The contact's lifetime committed value is updated to include this additional deal.
See Contact Actions for more on the Upsell action.
High-ticket classification
Deals are automatically classified as "high ticket" when their value meets or exceeds your team's high-ticket threshold. This threshold is set in Settings > General.
Key points:
- The high-ticket toggle is auto-calculated when you enter the deal value, but you can override it manually
- Changing the threshold later only affects future deals -- existing deals keep their classification
- High-ticket deals are tracked separately in dashboards for premium revenue analysis
See Settings for how to configure the threshold.
What happens after closing a deal
Once a deal is created:
- The contact's lifetime committed value increases by the deal value
- The deal appears in the contact's Payments panel where you can record transactions
- The deal shows up in your Sales Dashboard metrics
- The offer's statistics (sold count, revenue committed) update automatically
Next step: Payments & Transactions to learn how to track payments.