Deal value: monthly, annual and one-time
How deal amounts, weighted value and the value lens work.
Updated 23 September 2026
Each deal’s amount is Monthly, Annually or One-time. The Value lens on the board changes how totals are shown:
Actual: the amounts as entered.
Annualized: monthly amounts × 12; annual and one-time amounts count once.
Weighted: the annualized value × the stage’s probability.
The stats bar shows Pipeline, Weighted, Won this month and Win rate (90 days).
Currency
Set your workspace currency in Settings → Organization → Currency. It applies to amounts across Leadey and to new deals. Existing deals keep their own currency.
Needs attention
Overdue: past its expected close date and still open.
Stalled: no stage change in 14 days.
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