The Deals Page provides an overview of your Deal information through GridView or Pipeline. It also shows the Deals that are closing today, within the next few weeks, and even how your deals are displayed over a year.
To access Deals page, click Deals on the left navigation pane.
Filters
They are located on the top of the page. You can narrow down your Deal information with the available filters below.
Below filters are available for managers only.
- Me/Team
- Me - Dashboard displays only your own data
- Team - Dashboard displays all salespeople's data
- Salespeople
Below filters are avaiable for managers and AEs.
- Time Frame
- Month - you may select the starting month in the Timeframe that you would like Dashboard to display data.
- Year - you can may either current or next year.
- Duration - you may select up to 12 months. For example, you select the Month of January, Year of 2025 and Duration of 6 months. Only deals that their time frame falls within January 2025 and June 2025 will display on the Dashboard.
- Offices - you may select the offices that you wish to display data.
- Outlets - you may select the outlets that you wish to display data.
- Categories - you may select the categories that you wish to display data.
- Rev types - you may select the rev types that you wish to display data.
- Accounts - you may type in the account name that you wish Dashboard to display data and then select the name from the pop - up list.
- Agencies - you may type in the agency name that you wish Dashboard to display data and then select the name from the pop - up list.
- SalesStages - you may select the sales stages that you wish to display data.
- Deal Statuses - you may select any of these statuses: Open Proposed, Open Pending, Closed Won, and Closed Lost.
Data Cards
Deals page also offers three data cards
- My Average Time to Close Deals - This will tell you how many days on average do you have a deal open before they are closed.
- Media Types on My Deals - Tells you how many deals are spread across your available media types. You can click on a particular media type to view the deals that fall within it.
- Deals Updated Within Last Week - Displays the number of deals that were updated in the last 7 days and the percentage of deals updated.
Scenarios
Scenarios drop down is located under the data cards on the right. You may filter the Dashboard by Deal's due date by selecting one of the three option below. Note that the scenarios filter is only available for GridView and Pipeline.
- No Scenarios - display all deals.
- Deals closing in the next 28 days - display only deals that their due date falls within the current day and next 28 days.
- Deals that are past due - display only deals that their due date is prior to the current date.
Grid View/Pipeline/Closing Soon
There are three tabs located under the data cards on the left that you may select: GridView, Pipeline, or Closing Soon.
Grid View
This tab will show you all of the Accounts that have a Deal associated with it in a Grid View. This also shows all of the Deals within your selected Time Frame, whether the Deal is Open or Closed. Each header above the column is sortable.
Notes:
- There is a search box under the Name column where you can search for specific deal name by typing in the Deal name into the box.
- Deal, Account, and Agency names are clickable. Once you click on the name, their Profile will display.
- Sales Stage or Status can be directly edited on the grid by simply clicking on the value to change it to another like many of our other interactive grids. The grid will update immediately and reflect the change. A green growl will display also noting the change has been made. Do note that to change the Stage the deal must be in an Open state as this complies with our normal deal edits from the Deal Profile page. Also, if the stage that you move into has weights enforced he Weighted Amount will also be updated to reflect that new percentage. 
Pipeline
Each column represents a stage and will total the dollar amount of the Deals in that Stage. You can use the Deal Pipeline to view how your deals fall across your available sales states. You can use these stages as checkpoints to help the deals from selling out.
Notes:
- there is a limit of 500 Deal Data Cards that can display on this (Pipeline) Page.
- If your station uses weights, you can select the circle to show the weighted values of the deal. You can also sort the way that you view your deals.
- You are able to click and drag any of the deal data cards to move the deal through the sales process.
- You can click the Deal name to navigate to the Deals Profile Page and you can click the Account Name to navigate to the Account's Profile Page.
- You can update the Deal status to Close by clicking the i icon located on the bottom left of the data card and then selecting Win or Lose. You may change your deal to close won, if dollars associated with the deal were brought over from traffic, but not reconciled automatically. This will remove the pending dollars. You may change a deal to Close Lose if your Deal has fallen through to make sure that your Forecast is not overinflated.
Closing soon
This Tab will show you any deals that are anticipated to close in the next month. You can interact with these deals the same way you would with deals in the pipeline. Note that Deal and Account names are clickable. Once you clik on the name, their profile will display.
