Business-type terminology matrix

This is the authoritative, label-by-label reference for how Inkome’s vocabulary changes across the four business types. Other pages link here for the full picture; if a label on a page and a label here ever disagree, this table wins. A dash (—) means the field is hidden or not applicable for that type.

Core records

The two records every space revolves around — the thing you sell, and the money it brings in.

Concept	Services & Projects	E-commerce & Retail	Digital Products	Subscriptions & SaaS
The thing you track	Deal	Product	Product	Plan
(plural)	Deals	Products	Products	Plans
Money coming in	Collection	Sale	Sale	Invoice
(plural / section name)	Collections	Sales	Sales	Revenue
The customer	Client	Customer	— (Customers)	Account
Stage label	Stage	Status	Status	Status
The pipeline view	Pipeline	Catalog	Catalog	Plans
The value figure	Deal Value	Revenue	Revenue	MRR
Close/launch date	Close Date	—	—	—
Platform/store label	Platform	Platform	Store	Billing Provider

The two primary nav items each type shows.

	Services	E-commerce	Digital	SaaS
Primary nav	Deals	Products	Products	Plans
Secondary nav	Collections	Sales	Sales	Revenue

Action labels

Action	Services	E-commerce	Digital	SaaS
Add record	Add Deal	Add Product	Add Product	Add Plan
Edit record	Edit Deal	Edit Product	Edit Product	Edit Plan
Record income	Add Collection	Record Sales	Record Sales	Record Invoice
Edit income	Edit Collection	Edit Sale	Edit Sale	Edit Invoice
Income date	Collection Date	Payment Date	Payout Date	Invoice Date
Empty state	“No deals yet”	“No products yet”	“No products yet”	“No plans yet”

The plan (planned income)

The forecast schedule, relabeled per type. See Collection plans.

	Services	E-commerce	Digital	SaaS
Plan name	Collection Plan	Sales Plan	Sales Plan	Revenue Plan
Copy action	Copy from Collection Plan	Copy from Sales Plan	Copy from Sales Plan	Copy from Revenue Plan
Plan empty-state title	Plan Your Collections	Plan Your Sales	Plan Your Sales	Plan Your Revenue

One behavioral difference worth knowing. For most types a plan’s total can’t exceed the deal value (Inkome blocks the save). SaaS is the exception — because its figure is MRR, a Revenue Plan legitimately sums to far more across months, so the over-total check is skipped. See Collection plans.

Dashboard labels

The same widgets, relabeled. See The dashboard.

Widget concept	Services	E-commerce	Digital	SaaS
Headline metric	Total Pipeline	Active Products	Active Products	Total MRR
By stage/status	Amount by Stage	Products by Status	Products by Status	MRR by Status
By unit	Amount by Unit	Revenue by Category	Revenue by Category	MRR by Tier
Cost-by-record	Total Costs by Deal	Total Costs by Product	Total Costs by Product	Total Costs by Plan

Record form fields (which appear)

The fields shown on the opportunity (deal/product/plan) form, by type. ✓ = shown.

Field	Services	E-commerce	Digital	SaaS	Notes
Client / Account name	✓	—	—	✓	Labeled Client Name (services), Account (SaaS)
Close / launch / start date	✓	—	—	—	Close Date (services only)
Platform / Store	—	✓ (required)	✓ (required)	—	Platform / Store
Unit price	—	✓	✓	✓	Unit Price / Price / Monthly Price
Quantity	—	—	—	—	Stock / Downloads / Seats (defined but hidden)
Commission rate	—	✓	✓	—	Commission Rate / Store Commission

Income form fields (which appear)

The fields shown on the collection / sale / invoice form, by type. ✓ = shown.

Field	Services	E-commerce	Digital	SaaS	Label by type
Platform / Store	—	✓	✓	—	Platform / Store
Gross amount	—	✓ (required)	✓ (required)	—	Gross Sales / Gross Revenue
Commission	—	✓	✓	—	Platform Commission / Store Commission
Shipping / fees	—	✓	—	—	Shipping Costs
Refunds	—	✓	✓	✓	Returns/Refunds · Refunds · Refunds/Chargebacks
Units sold	—	✓	✓	—	Units Sold / Downloads/Sales
Period range	—	✓	✓	—	Sales Period / Payout Period
Revenue type	—	—	✓	—	Digital only

Services and SaaS keep their income forms simple — most of the gross/commission/shipping breakdown is for product sellers.

Default stages per type

The starter stages each type ships with when you don’t pick a specific industry. (The onboarding service may seed a slightly fuller set; these are the type’s core lifecycle.)

Type	Default stages (category)
Services	Discovery (active), Proposal (active), Negotiation (active), Closed Won (won), Closed Lost (lost)
E-commerce	Active (won), Low Stock (at risk), Out of Stock (inactive), Discontinued (lost)
Digital	Development (active), Published (won), Featured (won), Removed (lost)
SaaS	Trial (active), Active (won), Past Due (at risk), Churned (lost)

Services is the only type with a true sales Pipeline and a Close Date. The others are product/subscription lifecycles — a record is “active” rather than “won”, with no close date. For the full per-industry stage/unit/cost-type sets, see Industries & auto-generated defaults.

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