One private record per deal, with a timeline of every step and the reason a deal died
A deal is one negotiation between one brand and one talent. The deal record keeps two things for each deal: a current snapshot and a history.
The snapshot says where the deal stands right now: the stage, the latest price, the agreed price when there is one, and why it died when it did. It is updated every time something happens.
The history only grows: every step is added in order, with what happened, who did it, and the price at that moment. Old steps are never rewritten, so an earlier price is still there even after the price moves on.
The offer is still the document both sides approve and pay against. The deal record tells the story of that offer. It is filled in automatically from the offer's own history, so nobody on the team has to log anything by hand.
Each step shows what happened, who did it, and the price at that moment:
Every deal also has a current stage: open, negotiating, agreed, paid, delivered, completed, declined, expired, or cancelled.
Deals that start from a brief get an entry as soon as the brief is sent, even before any offer exists. A seed that gets two yeses opens its deal when the team introduces the sides. Offers that were already in the system before this feature were added with their full history.
When a deal is declined, the reason is saved as a short category, so the team can count them across all deals.
| Category | What it means |
|---|---|
| Price below what the talent accepts | The offer was under the talent's rate |
| Brand budget too small for the ask | The brand could not pay the talent's rate |
| Talent asked more than the brand will pay | The talent's rate was above the brand's budget |
| Brand or product is not a fit | The brand or product does not suit the talent |
| Conflict with an existing sponsor or exclusivity | The talent already works with a competitor |
| Content crosses a talent red line | Topics such as alcohol, gambling, or politics |
| Usage rights, paid usage or term too broad | The usage or length of rights was not acceptable |
| AI use of likeness or voice not acceptable | The talent refused AI use of their face or voice |
| Dates or availability do not work | Timing was the problem |
| Approval or revision terms not acceptable | The approval or revision rules were not acceptable |
| Payment schedule or terms not acceptable | The payment terms were not acceptable |
| The other side never answered | The deal went silent |
| Other reason | Something else |
| No reason given | Nobody said why |
Where the reason comes from:
The deal record powers the investor and business numbers:
Demo deals are left out of these numbers unless someone asks to include them.
The Deals page in admin shows all of it: a 7, 30, 90 or 180 day range, offers handled per day, the funnel by stage, why deals die, offer-to-paid by month, repeat buyers, and the latest deals. Clicking a deal opens its timeline.