Brands and jobs
Deals
On the web
Deals is a board for every brand deal you make yourself, bookings on a calendar and a running total of what came in and went out. It is a different thing from Jobs: Jobs is paid work found and paid through MORR; Deals is for the deals you make on your own, outside MORR, that you still want tracked in one place.
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
deals-board.png
The board
| Stage | What it means |
|---|---|
| Inbound | Came in. Not worked yet. |
| Negotiating | Terms on the table. |
| Signed | Booked. The work is on. |
| Delivered | Posted. Waiting to be paid. |
| Paid | The money is in. |
| Lost | Did not happen. A line in Notes says why; there is no separate reason field. |
A deal holds a title, a brand (typed by hand; there is no contacts book behind it), what it is worth, the dates around it and a notes field. Open a card to edit any of it, add a booking or log money against it, and see the running total.
Bookings
A date on the calendar: a shoot day, a call, a delivery. A booking can belong to a deal, or stand on its own with no deal at all. Each one has a status (Confirmed, Tentative or Canceled) and an optional location.
The ledger
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
deals-ledger.png
Every dollar in and out of your deals, in one list. Each entry is Income or Expense, with an amount, a category, a date and an optional note, and can be tied to a deal or stand alone. The three totals at the top (income, expense and net) follow whatever date range you set; clear the range to see everything.