Deals represent the opportunities you’re working on. Every deal moves through a pipeline of stages, and Alva continuously monitors each one — scoring its health, detecting risks, and telling you what needs attention.
Creating a deal
Go to Deals and click New Deal in the top-right corner.
When creating a deal, you’ll set:
- Deal name — a short description (e.g. “Acme Corp — Enterprise Platform”)
- Company — which company this deal is with
- Contact — the primary contact for this deal
- Stage — where the deal is right now (defaults to Discovery)
- Value — the deal amount
- Probability — your estimated chance of winning (percentage)
- Expected close date — when you expect the deal to close
- Methodology — which sales methodology to track against (MEDDPICC, BANT, or SPICED)
- Notes — any additional context
Pipeline stages
Every deal moves through six stages:
| Stage | What it means |
|---|
| Discovery | You’re learning about the prospect’s needs |
| Qualification | You’re determining whether this is a real opportunity |
| Proposal | You’ve presented a solution and pricing |
| Negotiation | You’re working through terms and contracts |
| Closed Won | The deal is done — you won it |
| Closed Lost | The deal is over — you lost it |
The Kanban board
The Deals page shows your pipeline as a Kanban board — each stage is a column, and deals are cards you can drag between columns. Drag a deal from one stage to the next as it progresses.
You can also search deals using the search bar at the top of the page.
Each deal card on the board shows:
- Deal name and company
- Deal value
- Expected close date
- Health score — a coloured badge showing the AI-assessed health (see below)
Switching to table view
If you prefer a list, you can switch between the Kanban board and a table view using the toggle at the top of the page.
Deal detail page
Click any deal to open its full detail page. This is where most of the action happens:
Overview section
At the top you’ll see the deal’s key information — name, company, contact, value, stage, probability, and close date. Click Edit to update any of these.
Health score
Alva automatically scores every deal from 0 to 100 based on multiple factors:
- How complete your methodology data is
- Email engagement and sentiment
- How long the deal has been in its current stage
- Whether there are recent activities
- Risk signals from email analysis
The score appears as a coloured badge:
- Green (70–100) — healthy, on track
- Amber (40–69) — needs attention
- Red (0–39) — at risk
Health scores are recalculated automatically in the background. You don’t need to do anything — just keep your deal up to date and Alva takes care of the scoring.
Methodology tracker
Below the overview, you’ll see the methodology tracker for your chosen methodology. This shows each criterion as a field you can fill in, with a completion percentage.
See Sales Methodologies for details on each methodology.
If you have email connected, Alva can detect methodology evidence in your email conversations and suggest updates. You’ll see a suggestion badge appear next to methodology fields — click to review and apply with one click.
Email intelligence
If you’ve connected your email, the deal page shows:
- Emails — all email conversations related to this deal
- Email intelligence panel — a summary of buying signals, risk signals, commitments, unanswered questions, and sentiment trends detected across all emails
Activities
A timeline of all interactions logged against this deal — calls, meetings, emails, notes, and tasks. You can log new activities directly from this page.
Commitments
Track promises and action items on the deal. Each commitment has a due date and appears in your Focus view when it’s due or overdue.
Products and competitors
You can link products and competitors to a deal to track what you’re selling and who you’re competing against. This information feeds into Alva’s analysis and briefings.
Deal briefings
Click Generate Briefing to have Alva create a comprehensive PDF briefing for the deal — useful before a call or meeting. The briefing includes deal context, health assessment, methodology status, email intelligence, and recommended next steps.
Previous briefings are saved and accessible from the deal page.
Risk detection
Alva runs automated risk detection rules in the background and sends you notifications when deals need attention. The five main risk signals are:
- Going dark — no email activity or logged interactions for an extended period
- Low health score — the deal’s health has dropped below a threshold
- Incomplete methodology — key qualification criteria are missing
- Stale stage — the deal has been in the same stage for too long
- Negative sentiment — email sentiment has turned negative
When a risk is detected, you’ll see a notification in the notification centre and the deal’s health score will reflect it.
Win/loss tracking
When you move a deal to Closed Won or Closed Lost, you can record:
- Win/loss reasons — why you won or lost
- Competitor — who you were competing against
- Actual close date — when the deal actually closed
This data feeds into Alva’s analytics and helps you understand patterns over time.
Creating a contract from a deal
When a deal reaches Closed Won, you can create a contract directly from the deal page. The contract inherits the deal’s company, value, and contact, and its status is automatically set to Active. 
