---
title: "Deals & forecasting | Floral"
description: "Multi-owner deals, weighted forecast strip, primary + extra contacts, lost-reason tracking, and deep links back to the briefings and summaries that drove the deal forward."
canonical: https://floral.so/features/crm/deals-and-forecasting
---

# Deals & forecasting | Floral

> Multi-owner deals, weighted forecast strip, primary + extra contacts, lost-reason tracking, and deep links back to the briefings and summaries that drove the deal forward.

Source: https://floral.so/features/crm/deals-and-forecasting

[CRM add-onRead about Floral CRM add-on ](https://floral.so/features/crm)

# Every deal, with every meeting that moved it

Floral deals are not a database row with a probability dropdown. They are the centre of a web that links back to every briefing, summary, task, and conversation that pushed the deal forward - and the forecast stays honest because the data is grounded in actual meetings.

[Read about Floral CRM](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

What a deal looks like

## A deal in Floral

![Floral pipeline with multi-owner deals and forecast strip](https://floral.so/img/features/crm/deals-and-forecasting/pipeline.png)

### Multi-owner

Avatar stacks on every card. Filter "my deals" matches any deal you are on, not just the primary.

### Primary + extra contacts

One primary for default outreach. Any number of related contacts, each with their own timeline.

### Weighted forecast

Value × probability, summed across visible deals. Filters apply, so views give personalised forecasts.

### Lost-reason tracking

Price, Timing, Competitor, No budget, No decision, Other. Filterable patterns in insights.

### Linked briefings & summaries

Every meeting that touched the deal is one click away. Open a deal, see the conversation history.

### Four value modes

kr., stage-based, Low/Med/High, or 1–10 score. Pipeline-level choice; deal inherits.

On the deal detail page

## The card, expanded

### Related items

Tasks, notes, briefings, summaries, activities - all surface on the deal detail, with inline "+ Ny" buttons.

### Multiple companies

Some deals span multiple companies (partner deals, joint procurement). Floral handles many-to-many out of the box.

### Custom fields

Eight field types - text, multiline, URL, number, boolean, datetime, single-select, multi-select. Per workspace.

Related features

## Pairs well with

[Flexible pipelinesThe pipeline the deal lives in. Four value modes per pipeline.Learn more ](https://floral.so/features/crm/flexible-pipelines)[TasksMulti-owner, multi-relation tasks attach to deals.Learn more ](https://floral.so/features/crm/tasks)[Activity timelineUnified history per deal - meetings, notes, stage changes.Learn more ](https://floral.so/features/crm/activity-timeline)

[All CRM add-on features](https://floral.so/features/crm)[All core features](https://floral.so/features)

## Frequently asked

Can multiple reps own the same deal?

Yes. Avatar stacks on every deal card show all owners. Filter "my deals" picks up any deal where you are an owner - useful when an AE and a CS rep co-own an expansion.

How does the forecast strip work?

It shows weighted open value (deal value × stage probability) across all visible deals, total open value (unweighted), and deal count per stage. Filters apply - so a filtered view of "my deals only" gives a personalised forecast.

Can I track multiple contacts on a deal?

Yes. Every deal has one primary contact (for default outreach) and any number of related contacts. Each contact’s timeline includes every deal they appear on, primary or not.

How are deal-loss reasons handled?

When you mark a deal as lost, Floral asks for a reason - Price, Timing, Competitor, No budget, No decision, Other. Reasons are filterable in insights so leadership can spot patterns.

Are deals linked back to the meeting that started them?

Yes. Briefings and approved meeting summaries can be linked to a deal. Open a deal, see every meeting and brief that touched it. Open a meeting, see which deals it advanced.

Insights

## Read more

[Insights →](https://floral.so/insights)

- May 12, 2026 · 8 min read  
### [Why your sales forecast is wrong: five CRM fields that lie to you](https://floral.so/insights/why-your-sales-forecast-is-wrong)  
Sales forecast accuracy rarely fails because reps lie. It fails because five CRM fields cannot hold the truth. Here is what each field hides, and how to check it.

## Forecast on real conversations

Let approved meetings drive your pipeline state instead of weekly forecast calls.

[Sign up](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)