---
title: Sales Overview Part 1 - Products & Inventory + Deals & Pipeline
description: The objective of this article is to provide a step-by-step guide on how to manage products, inventory, and deals in the Trak workspace for sales purposes.
---

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# Sales Overview Part 1 - Products & Inventory + Deals & Pipeline

## The objective of this article is to provide a step-by-step guide on how to manage products, inventory, and deals in the Trak workspace for sales purposes.

<iframe src="https://player.vimeo.com/video/1013688885?app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" title="Product Training MODULE Sales Pt 1 - Products &amp; Inventory + Deals &amp; Pipeline" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

### Key Steps

1. **Products Management:** 
     - Identify the products that are universally sold.
     - Determine the quantity, pricing, product rules, season minimums, and other relevant information.
     - Check if the product is sold across different seasons.
2. **Inventory Management:** 
     - Review the specific details of the product for a particular season.
     - Note the due date, templated user, and activation status for the product.
     - Monitor the number of units sold, pending sales, and activations for that season.
3. **Packages Management:** 
     - Combine multiple products into packages like radio or TV packages.
     - Simplify the sales process by offering bundled packages at a single rate.
4. **Pipeline Deals and Leads:** 
     - Manage leads by assigning territories or accounts.
     - Track communication with leads, inventory proposals, and prospect status.
     - Monitor the dollar amount, pitch count, last activity, and deal yield for each deal.
     - Differentiate between current partners and prospects in the sales process.
     - Utilize the pipeline view to visualize and move deals through the sales process.

### Cautionary Notes

- Ensure accurate data entry for products, inventory, and deals to avoid discrepancies.
- Regularly update information to reflect the current status of sales activities.
- Double-check pricing and quantities before finalizing any deals or packages.

### Tips for Efficiency

- Use templates for product information to streamline data entry.
- Regularly review and update inventory to prevent overselling or stock outs.
- Encourage sales team members to utilize the pipeline view for a visual representation of sales progress.
- Provide training on advanced features for a deeper understanding of the sales module in Trak.

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