Q-Revenue is a powerful sales and revenue forecasting tool that helps you:

• Design and manage your complete sales cycle

• Track deals through structured stages

• Forecast revenue based on real pipeline data

• Standardize sales execution across your team

This article walks you through the essential setup steps to get started.

1. Create a Sales Cycle

A Sales Cycle defines the journey your prospects take — from first contact to closed deal.

Why This Matters

Your sales cycle:

• Standardizes how opportunities are handled

• Creates predictable revenue forecasting

• Helps measure conversion rates between stages

How to Create a Sales Cycle

1. Navigate to Q-Revenue Dashboard
   
   

2. Click Sales Cycle
   
   

3. Select Create New Sales Cycle

4. Enter:

   • Sales Cycle Name (e.g., B2B SaaS Sales, Retail Sales Funnel)

   • Description (optional but recommended)
     

5. Click Create Template

Your sales cycle is now created and ready for stage configuration.

2. Creating Sales Cycle Steps

Sales Cycle Steps (also called stages) define the progress milestones of a deal.

Example Sales Cycle Steps

• Lead Generated

• Contacted

• Qualified

• Proposal Sent

• Negotiation

• Closed Won

• Closed Lost

How to Add Steps

1. Open your created Sales Cycle

2. Click Add Step
   
   

3. Configure each step:

   • Step Name

   • Step Order (drag to reorder if supported)

   • Order

   • Expected Duration (optional)
     
     

4. Click Save Step

5. Repeat for all stages

Best Practices

• Keep steps clear and measurable
• Avoid too many stages (5–8 is ideal)
• Assign realistic probability percentages
• Ensure each stage represents a real milestone

3. Create Tools for Sales Cycle Steps

Tools enhance execution within each sales stage. These tools ensure your team follows a consistent process.

Tools can include:

• Checklists

• Email Templates

• Document Upload Requirements

• Call Scripts

• Task Reminders

• Approval Workflows

Why Step Tools Are Important

They:

• Reduce human error

• Improve sales consistency

• Increase conversion rates

• Standardize communication

How to Add Tools to a Step

1. Open your Sales Cycle

2. Select a specific Step

3. Click Add Tool
   
   

4. Choose Tool Type:

   • Call Script

   • Email Script

   • SMS Script

   • Link/Document

   • Checklist
     

5. Configure tool details

6. Click Save

Repeat for each step where structured guidance is required.

What Happens Next?

Once your sales cycle and tools are configured:

• Your team can start adding deals

• Each deal moves step-by-step through the cycle

• Q-Revenue calculates projected revenue automatically

• Forecast reports update in real time

Recommended Next Steps

After setup, consider:

• Defining revenue targets

• Assigning sales team roles

• Configuring forecasting reports

• Setting performance KPIs