Core Modules

Deals

The Deals module offers a customizable pipeline and deal-tracking features, simplifying campaign management.

The Deals module belongs to our Scale plan or higher.

The Deals module offers a customizable pipeline and deal-tracking features, simplifying campaign management.

Whether negotiating a sponsorship, booking ad placements, or tracking campaign performance, this module provides all the tools you need in one place.

Let's explore how to make the most of this functionality.

Understanding the Deals module

The Deals module is a flexible module that allows you to manage campaigns in a kanban-style system organising deals into stages, each representing a different part of the deal lifecycle and making it easy to visualize and manage your progress.

The module has two views, switchable from the pills next to the page title: the Overview dashboard, which summarizes your whole pipeline, and the Pipeline board, where you work your deals day to day. Outstanding proposals live in a dedicated first lane of the board, so a deal is always in exactly one place: the Proposals lane while the sponsor holds the ball, a status lane otherwise.

You can access this module by clicking Deals in the left sidebar.

Key features:

Overview dashboard: See pipeline value, win rate, booked revenue and what needs your attention at a glance.
Deal management: Manage campaigns from negotiation to reporting on top of your ad inventory
Proposals Management: Send and manage proposals sent to your sponsors and connect deal flow with ad inventory
Metrics: Monitor performance metrics and track campaign outcomes.
Customizable pipeline and cards: Tailor the stages to match your workflow, and choose what each deal card shows.
Filters: Add exactly the filters you need — Status, Customer, Sales Rep and more.

The Overview dashboard

Click the Overview pill next to the page title to open the Deals dashboard — a bird's-eye view of your whole pipeline.

The dashboard shows:

Open pipeline: The total value and count of deals currently in your court.
Waiting on sponsor: The value of proposals you've sent that are awaiting a response.
Booked revenue: Revenue from booked slots in the current period, with a Month / Quarter / Year toggle and a trend chart comparing recent periods.
Win rate: Won versus lost deals.
Pipeline by stage: How your pipeline value is distributed across proposals and each deal status — click Open board to jump to the Pipeline view.
Needs attention: Proposals expiring soon and deals with no recent activity, so nothing slips through the cracks.
Sponsor activity: A feed of recent proposal events — sent, accepted, signed, or rejected.

Customizing your pipeline

Every company has unique workflows, and Sponsy's Deals module lets you adapt the pipeline to suit yours. To do so, access the customization panel by clicking the gear icon ⚙ button at the top of the screen.

From here you can:

Reorder by drag and dropping the status order

Use the Add another status button to create new status. You can create, for example, a “Waiting for payment” status if that aligns with your process

Edit or duplicate a status by pressing the respective button

Create a new deal

To create a deal, click the New Deal button at the top of the screen.

Fill out the deal details:

Name: Use a descriptive name (e.g., "Airbnb Spring Campaign").
Status: Select the initial status for the deal
Customer: Assign the deal to a specific customer.
Agency: Optionally assign the agency managing the deal on behalf of the advertiser.
Main contact: Choose the primary contact for the deal. For agency-managed deals, this can be a contact from the agency when that person is leading the relationship.
Sales Rep: Optionally, designate the team member responsible for managing this deal.
External ID: Optionally, include an ID from an external CRM system for cross-referencing.
Paid At: Optionally, record the payment date to mark the deal as paid.

Fill out the items that compose this deal. These items don’t need a date yet, and they will not be booked into your inventory (unless you select that option during creation).

Use the New Item button to add items manually.
Click New item from inventory to access the inventory calendar and book slots based on availability.
Adjust pricing using options like Flat Price, CPC (Cost Per Click), or CPM (Cost Per Thousand Impressions).
Use the Price Override button to define the total price of the deal and divide it equally for all the items. It will only apply the division to items that have Flat Price as the price type. You can always update the price of an individual item if you’d like, or update the total deal price.

To finalize, click Create New Deal. If one or more items include a selected date, you will have the option to create these slots immediately and book them into your inventory.

Booking slots right away has the advantage of signaling to the rest of the team that the date and placement are reserved for this deal.

However, in some cases - such as during deal negotiations - you may prefer not to book the slots immediately. Instead, you can use tentative dates as placeholders, which can later be adjusted by a campaign manager.

Managing Deals

In the kanban view, you can manage all your deals and monitor their statuses. Each status represents a stage where the deal currently stands, marked by its color on the top border of each column.

Filtering works the same way as in the Inventory Hub: click + Add filter and pick only the filters you need — Status, Publications, Visibility, Archived, Customers, Sales Rep., or Created By. Each filter you add appears as a pill you can fill in, clear, or remove, and Reset clears everything at once. Filters are kept in the page URL, so you can share a filtered view with a teammate by copying the link.

Example: If you're looking for campaigns that include items from your podcast, add the "Publications" filter and select the Podcast publication.

To update a deal's status, simply drag and drop the deal card to the desired status column.

Alternatively, you can use the quick menu on each deal card.

The quick menu allows you to:

Quick view or open the deal details.
Move the deal to another status.
Create a proposal from the deal.
Select multiple deals for bulk actions.
Customize what deal cards display.
Archive or delete the deal.

Customizing deal cards

Every team cares about different things at a glance, so deal cards are customizable per user — like watch complications, each position on the card can show the field you choose.

Open the quick menu on any card and pick Customize card. Tap a position on the live preview, then pick what it shows: deal or customer name, status, source, total value, fulfillment progress, sales rep, last activity, deal date — or any of your deal custom fields.

The layout applies to every card on your board, only for you on this device. Use Reset to default to go back to the standard card at any time.

Archiving Deals

Archiving Deals helps you keep data without cluttering your kanban view. It's useful for closed deals or any deal you no longer need to see actively.

Archived Deals can be unarchived anytime if you need to restore them.

To archive a Deal, use the Archive button available in the deal side panel.

You can also archive directly from the kanban view using the quick actions menu in the top-right corner of the deal card.

You can see archived deals in the kanban board by adding the Archived filter from the + Add filter menu.

Deleting Deals

If you no longer need a Deal and want to remove it completely — including its related data like ad slots — you can delete it.

Unlike archiving, deleted Deals cannot be recovered, so make sure you really want to delete them before confirming.

To delete a Deal, use the Delete button in the deal side panel.

You can also delete a Deal directly from the kanban view using the quick actions menu in the top-right corner of the deal card.

When deleting a Deal, you'll have the option to delete all ad slots associated with the Deal from your inventory. This is helpful when testing out Deals or if a campaign is postponed and needs to be restarted from scratch.

Deal Details

To access the details of a deal, click the three dots on the deal card and choose Open deal, or use the Edit button at the top of the deal quick view sidebar. This will take you to the comprehensive deal view page.

On the left side displays general deal details such as the name, customer, current status, and price. You can also update the total value of the deal at any time.

The right side contains more in-depth information about the deal, including performance and fulfillment details.

Dashboard

The Dashboard provides a detailed overview of the deal's status and performance. Key insights include:

Fulfillment Status: View the number of slots that have been fulfilled, booked but not yet run (unfulfilled), or still available to be booked.
Revenue and Performance Metrics: Access relevant data from the entire campaign, helping you analyze its success at a glance.

Deal metrics can be exported via the dedicated button at the bottom of the Dashboard page.

You can also export deal data from Reports. Use the deal line-item export when finance, sales, or ad ops needs the deal broken down by individual booked and unbooked items.

From the deal's Metrics tab you can share a live campaign report with your advertiser via Share report. Pick which sections the advertiser sees — summary KPIs, the clicks-by-slot chart, the publication breakdown, and the per-slot breakdown — and, separately, whether pricing (investment, cost, CPC, CPM) is included. You can add an optional note that appears at the top of the report with your contact point's attribution.

Publishing makes the deal public so the report is reachable from the customer portal, where it appears under the Reports tab and on the deal page. The report is live — metrics update automatically as slots run, so you share it once and it stays current.

While a report is shared, the Metrics tab shows a strip with View in portal, Update (reopens the same settings), and Unpublish. Unpublishing removes the report from the portal but keeps your configuration for the next time you share. Making the deal private also hides its report.

Metrics inside the report always respect the portal's Metrics & reports visibility settings, and the pricing toggle can only be changed by team members with financial access.

Details

In this view, you can:

Edit the deal details, such as the name, customer, status, and price.
Add notes to provide additional context or updates about the deal.

This section helps keep all key information organized and easily accessible for your team.

Items

The Items tab is the working table for everything included in the deal. It shows booked slots, unbooked line items, unplanned slots, readiness status, dates, placements, publications, tags, prices, and related metrics in one place.

Use the search box and sortable columns to find specific items in larger deals. If a row is already booked, you can open the linked slot directly from the table.

For unbooked items, you can add or edit dates, placements, prices, and content before booking them into the Inventory Hub. Use the Add content step when you want to fill in placement fields before the slot is booked.

Once everything is ready, you can book these items one by one or select multiple items using the checkboxes to book them in groups.

If the date of an unbooked item appears in red, it means another slot has already been booked for that date and placement. To resolve this, simply click on the date and choose a new one.

The table also highlights content readiness. Use these states to quickly see which items are ready, which still need assets, and which have date conflicts that should be resolved before booking or sending the campaign forward.

When you remove a booked deal item, Sponsy detaches the related slot from the deal instead of leaving a broken link. Use this when a line item no longer belongs to the campaign but the slot should remain in inventory for separate handling.

Holds on Calendar

A Hold is an item with a defined date and placement. It signals that a sales rep is interested in booking that slot for a deal, but it is not yet confirmed. Think of it as multiple sales reps pitching the same date to different advertisers and waiting for confirmation.

Holds appear in the Inventory Hub, allowing you to see which sales reps are interested in that ad spot. Hovering over a hold provides additional information.

Unlike booking holds directly in inventory, this approach allows sales reps to pitch the same candidate dates to multiple advertisers. Once a date is confirmed and booked for a deal, the hold date is marked as unavailable for other deals that were considering it.

Un-booking Slots in Bulk

Need to reschedule a campaign and remove multiple ad slots from inventory? You can unbook slots in bulk.

Simply select one or more slots, then click the “Unbook” button to convert them back into unscheduled items.

Unplanned Slots

From the Inventory Hub, you can assign existing slots to a deal using the appropriate dropdown.

When you do, Sponsy automatically matches the slot with any unbooked items in the deal. For example, if a primary item with an open date is available, the slot will be linked to that item.

If no matching item is found, the slot is marked as “unplanned”. This helps you track any extra slots added beyond the deal's original scope. Unplanned slots are clearly marked in your slots table.

Activity

This section allows you to track all updates and changes made to your deal over time. It’s a valuable tool for monitoring what actions were taken and who made specific changes, ensuring transparency and accountability throughout the deal's lifecycle.

Conversion tracking is currently available to workspaces enabled for the beta.

Conversion tracking connects a completed form or purchase on an advertiser's website to the Sponsy slot that produced the visit. Sponsy reports the event against that slot's existing Conversions metric, while the deal dashboard and export show the sum across all of the deal's slots. It does not collect the visitor's email address or form contents.

Open the deal's Details tab and turn on Conversion tracking. Sponsy prepares the existing slots and tracked links, and the Conversion pixel tab appears with two snippets:

Send the landing-page snippet to the advertiser and ask them to add it to every sponsored landing page.
Ask them to add the conversion snippet to the confirmation or success page shown after the form or checkout is complete.

The landing page and success page must use the same hostname. The script stores attribution in a first-party cookie for 30 days. If someone visits through another slot from the same deal before converting, the latest visit receives credit.

Sponsy gives every booked slot its own sp value and adds it to every supported link in that slot. The deal tracking ID in the script only scopes and validates the reusable pixel; the sp value decides which slot receives the conversion. Sponsy also applies the parameter to new slots and when slot content changes. Existing query parameters and URL fragments are preserved.

To choose the initial value for future deals, open Deals → Settings → Conversion tracking and change Enable on new deals. This default is only used when a deal is created. It does not change existing deals. Workspaces without beta access can see this setting in a disabled state and request access from the same page.

Turning conversion tracking off in a deal hides its pixel setup and stops accepting new conversions. Previously recorded conversion metrics remain available in reporting.

Testing the installation

Select Open test link from the deal's Conversion pixel tab. Sponsy opens a real tracked link from one of the deal's slots and waits for you to complete the advertiser's form or checkout in that browser. Keep the deal tab open while you finish the flow.

When the test conversion reaches Sponsy through the pixel, worker, and backend, the deal is marked with the slot and time of the last successful verification. Test sessions expire after 15 minutes and never increase the slot or deal conversion totals. If the deal has no supported tracked link, add the sponsor URL to a slot before starting the test.

Preventing duplicate conversions

The conversion script creates an event ID automatically. Refreshing the success page or retrying the same browser request does not increase the conversion count again.

For purchases or forms that can be completed more than once, the advertiser can pass its own stable order or submission ID:

<script
  async
  src="https://in.getsponsy.com/sp.js"
  data-deal="DEAL_TRACKING_ID"
  data-conversion
  data-conversion-id="ORDER_OR_SUBMISSION_ID"
></script>

The same ID is counted once. A different ID records another legitimate conversion. Sponsy stores only a one-way hash of the ID.

Advertiser setup requirements

Allow https://in.getsponsy.com in the site's Content Security Policy for scripts and connections.
Keep the sp query parameter when the landing URL redirects.
Load the scripts according to the advertiser's cookie-consent policy.
Do not place personal information in the conversion ID.

If conversions are not appearing, open the sponsored landing URL and confirm that sp is still present after the page loads. Then check that both snippets use the same deal tracking ID and that the browser can reach in.getsponsy.com.

Collecting Payments

If you have Stripe connected, you can send a unique payment link to your customer for a specific deal. This link will display all the deal items and information, allowing your customer to make the payment directly. Once the payment is completed, the deal will automatically be marked as paid.

You can set up an automation to send the payment link automatically to your customer when a deal is created or moved to a specific status.

Sponsy does not charge any additional fees on top of Stripe’s. You’ll receive the full deal value after Stripe’s standard fee is deducted.

Public vs Private Deals

To share a deal with a customer and gather initial feedback on a proposal, you can mark the deal as Public.

When a deal is marked as Public, the advertiser will be able to view it in the Deals section of the customer portal.

In order to enable the Deals tab in the customer portal you need to enable it in the customer portal settings.

Within each deal, advertisers can view the included items and leave comments.

This allows you to use Sponsy Deals as interactive proposals, making it easy to collect and respond to customer feedback.

Deal and proposal contacts

Deals and proposals can have a main point of contact. This keeps communication focused when a customer has several contacts or when an agency manages the campaign for an advertiser.

For direct deals, choose the main contact from the advertiser's contacts. For agency-managed deals, choose either the advertiser contact or the agency contact responsible for coordination.

The selected contact is used in customer-facing workflows such as proposals, shared deal pages, and communication templates where a single contact needs to be referenced.

Proposals

The Proposals feature lets you package sponsorship opportunities into a polished offer that sponsors can review, discuss, and accept—without ever leaving Sponsy.

At a glance, here’s how it works:

Draft your proposal
Publish and share it with the sponsor
The sponsor reviews the offer
Once accepted, the deal is created automatically

Proposals on the pipeline board

Open proposals live in a dedicated first lane of the Pipeline board, so the deals you're still pitching sit right next to the deals you've won — without mixing the two.

Inside the lane:

Proposals are grouped by urgency: Expiring soon (published proposals within 7 days of their expiry date), Sent, Pre-approval, and Drafts.
Each card shows the proposal's value, status, and latest activity. Published proposals have a Copy link shortcut for the sponsor-facing page.
AI deal suggestions appear as a quiet strip at the top of the lane — expand it to review or dismiss them, or click Start deal to open one.
Use the + button in the lane header to create a new proposal, or the arrow to collapse the lane into a slim rail when you want more room for your status columns.

For the full list — including accepted, rejected and expired proposals — open Deals → Proposals from the sidebar.

Creating a New Proposal

Start the flow

Click New Proposal in the top‑right corner.

Begin typing the sponsor’s name to pick from your Customers list.

Need to add someone new? Click + Create customer.

Add inventory & pricing

Select one or more Ad Placements.
Enter a Price per placement or bundle.
(Optional) Add Suggested dates so the sponsor can pick what works.

Configure options

A Deal is always created the moment a proposal is accepted.

Review & Save/Publish

Save as Draft to revisit later, or click Publish to make it live.

Publishing does not notify the sponsor automatically—you control when and how to share it.

After publishing, Sponsy generates a unique, read‑only URL.

Send via Sponsy (recommended)

Open the proposal and click Compose email.
Pick recipients and edit the message body.
Hit Send—the link is inserted automatically.

Copy the public URL and paste it into any channel—CRM note, Slack thread, etc.

On the public page a sponsor can:

Review all placements, pricing, and terms.

Select dates if multiple options are offered.

Upload assets per placement (if enabled).

Accept & pay in one step (if Stripe collection is enabled).

Reject and optionally leave a reason.

Comment for clarifications.

Managing Comments

New sponsor comments appear in the proposal’s Activity tab.
Reply to keep the discussion tied to the proposal.

Handling Rejections

If a sponsor clicks Reject, the proposal status turns Rejected and the provided reason is displayed. Edit the existing proposal or duplicate it to iterate quickly.

What Happens on Acceptance?

Deal auto‑creates in the Deals module.
If Create slots was enabled, all placements populate the Inventory Hub.
If Collect assets was enabled, assets flow straight into each slot.
If Collect payment was enabled, a paid invoice is logged automatically.

Proposals FAQs

Can I edit a published proposal?

Yes, but you’ll need to change its status back to Draft first. Once it's in draft mode, you can make edits. When you're done, republish the proposal. The public page will update the next time the sponsor opens the link.

What happens when the expiration date passes?

The proposal link will display that the proposal is expired and the sponsor will not be able to accept/reject or comment.

How do I resend a proposal?

Open the proposal, click Compose email, and send again—no need to duplicate it.

Tips and best practices

Keep deals organized: Use clear names and consistent tags for easy tracking.
Leverage filters: Use filters to monitor specific campaigns or team performance.
Utilize automations: Set up automations to send payment reminders or notify teams when a deal progresses.