Brand Deals
Brand Deals is a sponsor CRM built for one channel. Keep every sponsorship in one place: who the brand is, what you agreed to deliver, when you get paid, and the running history of each conversation.
What it is
A workspace with three tabs:
- Pipeline — your deals laid out by stage, as a kanban board or a table.
- Sponsors — one row per brand, with lifetime revenue and active deals.
- Money — the numbers: revenue this year, open pipeline, what’s overdue, and revenue by month.
Who should use it
- Creators juggling more than one or two sponsorships at a time.
- Anyone who’s lost track of a deliverable, an unpaid invoice, or what was promised on a call.
How to use it
Open Brand Deals
Go to Brand Deals under Productivity in the sidebar.
Add a sponsor
Click Add sponsor and enter the brand name, website, contact, and category. Pick an avatar color so it’s easy to spot in the pipeline.
Add a deal
Click Add deal, choose the sponsor, and set the title, value, currency, and stage. You can add a first deliverable and a note while you’re there. Need a brand that doesn’t exist yet? Use + New in the sponsor picker.
Work the pipeline
On the kanban board, drag a deal between columns to change its stage. Prefer the keyboard or on a smaller screen? Use the ••• menu on a card to move it (that menu is also how you mark a deal as lost).
Track deliverables, payments, and notes
Click any deal to open its panel. From there you can:
- Add deliverables and flip them through pending → in progress → delivered.
- Add payments and mark them received.
- Attach a contract file and edit the deal value inline.
- Drop quick notes that build a timeline for the deal.
Watch the money
Open the Money tab to see revenue year-to-date, open pipeline value, overdue amounts, and a month-by-month revenue chart. Everything updates as you change deals.
Tips
- Set a close probability on open deals — the Money tab uses it to weight your expected close figure.
- Mark payments received as they land so revenue-by-month and the overdue list stay accurate.
- The Closed filter (paid + lost) is most useful in the table view, where you can scan finished deals.
Each deal has its own currency, and per-deal amounts are shown in it. The summary totals on the Money and Pipeline tabs add deals together using your most common currency — there’s no exchange-rate conversion, so totals are most meaningful when your deals share one currency.
Troubleshooting
- The board is empty — a new channel starts with no deals. Add a sponsor, then a deal.
- A paid or lost deal isn’t on the kanban — those stages aren’t board columns. Switch the Pipeline tab to the table view, or filter by Closed.
- A change didn’t stick — edits save to your workspace as you make them; check your connection and reopen the deal.