README

This is a read-only split of the focalcrm/focal monorepo. Please open issues and pull requests there.

The revenue and deal acceleration engine for the Focal RevOps platform. Delivers multi-pipeline Kanban tracking, CPQ quoting, automated outbound cadences, stage gate enforcement, weighted revenue forecasting, quota attainment, and intelligent lead routing.

Architecture & Capabilities

+-------------------------------------------------------------------------+
|                               FOCAL SALES                               |
|                                                                         |
|  +--------------------+   +--------------------+   +-----------------+  |
|  | Multi-Pipelines &  |   |  Stage Gates &     |   | CPQ Quoting &   |  |
|  | Kanban Stages      |   |  Rotting Watchdogs |   | Deal Products   |  |
|  +--------------------+   +--------------------+   +-----------------+  |
|             \                       |                       /           |
|              v                      v                      v            |
|       +---------------------------------------------------------+       |
|       |             Deal Health Scoring & Stage Engine          |       |
|       |     (Automated triggers, velocity audits, health 0-100) |       |
|       +---------------------------------------------------------+       |
|             |                       |                       |           |
|             v                       v                       v           |
|  +--------------------+   +--------------------+   +-----------------+  |
|  | Outbound Cadences  |   | Intelligent Lead   |   | Quotas, Velocity|  |
|  | & Sales Sequences  |   | Routing Strategies |   | & Forecasting   |  |
|  +--------------------+   +--------------------+   +-----------------+  |
+-------------------------------------------------------------------------+

Core Features

Multi-Pipeline Deal Management: Manage complex sales cycles across multiple pipelines (e.g., Enterprise New Business, Self-Serve Expansion, Channel Partners) with distinct stages and probabilities.
Stage Gate Enforcement: Require specific fields or custom properties before advancing deals (e.g., require decision_maker_identified and budget_confirmed before moving to Proposal).
Deal Rotting & Health Scoring: Automatic calculation of deal vitality (0–100) based on stage stall duration, recent rep touchpoints, and upcoming scheduled activities.
CPQ & Product Catalog: Attach line-item products to deals with volume discounts, margin tracking, and auto-sync deal amounts. Generate web quotes with customer self-service acceptance.
Outbound Cadences (Sequences): Multi-day cadences that schedule email, call, and LinkedIn steps for reps and log each step to the contact timeline. Email steps are logged as activities; sending them is not automated yet.
Stage Automations: Automatically trigger tasks, send internal alerts, update fields, or dispatch webhooks when deals transition across pipeline stages.
Intelligent Lead & Deal Routing: Route inbound records to reps using RoundRobin, Weighted, Territory, or SkillBased routing rules.
Weighted Revenue Forecasting & Quotas: Calculate real-time pipeline forecasts ($\sum \text{amount} \times \text{probability}$) and track rep quota attainment over monthly, quarterly, or annual periods.
Sales Playbooks & Meeting Scheduler: Provide reps with structured qualification scripts while letting prospects book time directly via personalized booking links.

Installation

composer require focalcrm/sales

Publish configuration and migrations:

php artisan vendor:publish --tag=focal-sales-migrations
php artisan vendor:publish --tag=focal-sales-config

Run migrations:

php artisan migrate

Quick Start & Code Examples

1. Advancing Deal Stages with Gate Enforcement

use Focal\Sales\Actions\ChangeDealStageAction;
use Focal\Sales\Exceptions\StageRequirementException;

try {
    app(ChangeDealStageAction::class)->execute(
        deal: $deal,
        targetStage: $negotiationStage,
        actorId: auth()->id()
    );
} catch (StageRequirementException $e) {
    // Thrown if required stage gate fields (e.g., 'procurement_contact') are missing
    logger()->warning("Cannot advance deal {$deal->id}: " . $e->getMessage());
}

2. CPQ: Attaching Products & Generating Quotes

use Focal\Sales\Actions\GenerateQuoteFromDealAction;
use Focal\Sales\Models\DealProduct;

// Attach products with discounts
DealProduct::create([
    'deal_id' => $deal->id,
    'name' => 'Enterprise Platform License',
    'unit_price' => 12000,
    'quantity' => 2,
    'discount_percent' => 10, // Line total: $21,600
]);

// Generate quote with secure acceptance token
$quote = app(GenerateQuoteFromDealAction::class)->execute(
    deal: $deal,
    expiresAt: now()->addDays(30)
);

echo "Quote URL: " . route('sales.quotes.view', ['token' => $quote->public_token]);

3. Outbound Cadences (Sales Sequences)

use Focal\Sales\Actions\EnrollContactInSequenceAction;
use Focal\Sales\Models\SalesSequence;

$sequence = SalesSequence::where('name', 'Outbound Enterprise SDR')->first();

app(EnrollContactInSequenceAction::class)->execute(
    sequence: $sequence,
    contact: $contact,
    enrolledById: auth()->id()
);

// Progress pending sequence steps via scheduler
// Scheduled automatically via: php artisan focal:sales-process-cadences

4. Pipeline Forecasting & Quota Attainment

use Focal\Sales\Actions\CalculatePipelineForecastAction;
use Focal\Sales\Actions\CalculateQuotaAttainmentAction;
use Focal\Sales\Enums\QuotaPeriod;

// Weighted and unweighted pipeline forecast
$forecast = app(CalculatePipelineForecastAction::class)->execute(pipelineId: $pipeline->id);
// Returns: ['total_pipeline' => 450000, 'weighted_pipeline' => 215000, 'by_stage' => [...]]

// Rep quota progress
$attainment = app(CalculateQuotaAttainmentAction::class)->execute(
    userId: $salesRep->id,
    period: QuotaPeriod::Quarterly,
    date: now()
);
// Returns: ['quota' => 200000, 'closed_won' => 165000, 'percent' => 82.5]

5. Automated Lead Routing

use Focal\Sales\Actions\RouteLeadAction;

$assignedRepId = app(RouteLeadAction::class)->execute(
    lead: $inboundContact,
    territory: 'EMEA',
    dealSize: 75000
);

Routes

The public quote e-sign portal (/quotes/{token}) and meeting scheduler (/meet/{slug}) are registered in the web group with no prefix by default.

Configure them in config/focal-sales.php (publish with php artisan vendor:publish --tag=focal-sales-config) or through environment variables:

FOCAL_SALES_PREFIX=sales                # /quotes/{token} becomes /sales/quotes/{token}
FOCAL_SALES_DOMAIN=deals.example.com     # optional
FOCAL_SALES_ROUTES_ENABLED=true

Each group also accepts middleware. To register the routes yourself, set routes.enabled to false and define routes with the same names (focal.quotes.*, focal.meetings.*), because models, emails and notifications generate links from those names.

Data Models & Schema Reference

Model	Table	Responsibility
`Deal`	`deals`	Sales opportunities with amount, stage, health score, rotting status, and expected close date.
`Pipeline`	`pipelines`	Sales pipelines organizing sequential stages.
`PipelineStage`	`pipeline_stages`	Individual stages with probabilities, rotting limits, and gate requirements.
`DealProduct`	`deal_products`	Line-item catalog items attached to deals.
`DealStageHistory`	`deal_stage_histories`	Stage entry/exit timestamps and velocity audit logging.
`Quote`	`quotes`	Formal proposals with expiration dates and public acceptance links.
`QuoteItem`	`quote_items`	Individual line items on a quote.
`SalesQuota`	`sales_quotas`	Revenue targets assigned to reps over defined calendar intervals.
`SalesSequence`	`sales_sequences`	Multi-touch outbound engagement cadences.
`SalesSequenceEnrollment`	`sales_sequence_enrollments`	Contact state tracking across cadence steps.
`SalesPlaybook`	`sales_playbooks`	Interactive question checklists and qualification objection handlers.
`SalesMeetingLink`	`sales_meeting_links`	Rep calendar booking links and meeting slot configurations.
`LeadRoutingRule`	`lead_routing_rules`	Assignment rules mapping inbound criteria to rep pools.
`StageAutomation`	`stage_automations`	Actions triggered upon entering or exiting pipeline stages.

Testing

vendor/bin/pest packages/sales/tests --compact

focalcrm / sales

Package info

Security

Statistics