You can add a Quick Deal to any Account listed in your Sales Outlook Data Card. This Quick Deal functionality will only exist while viewing the Sales Outlook by Account or Agency. This feature makes it convenient to add a deal and to adjust your Forecast.
To Access A Quick Deal, please follow the below steps:
1. Navigate to Home and click Sales Outlook data card to access.
2. On the Sales Outlook, click either Account or Agency tab on the top right. The Sales Outlook will display data by either Account or Agency.
3. Then you will then see the dollar sign icon in front of each account or agency. 
- If there is pending for the timeframe in view, the dollar sign icon will be green:
- If there is no pending for the timeframe in view, the dollar sign icon will be gray:
Gray Dollar sign icon - you can only add a new deal because there is no pending for the time frame in view. Once you click on the Gray dollar icon, the Deal Quick Add window will display. To fill out the Deal Quick Add window, please see below.
1. (+) Add Row - If there are no Outlet and Revenue Types populated on the Deal Quick Add, please click (+) Add Row to add a deal detail row. Then click into Outlet and Revenue Type fields to select the appropriate Outlet and Revenue type from the drop down list. Then add the pending amount. Note: if there are some Outlets and Revenue Types prepopulated for you on the Deal Quick Add window, these values comes from the Deal preferences that you have set up. If you would like to set up a deal preferences, please review this article Monarch - My Profile Settings - Deal Default
2. Due Date - This will be set 1 month ahead by default. You can adjust it by clicking into the field and select the appropriate date.
3. Sales Stage - The first Sales Stage will be selected by default. If you wish to update, click into the field to update it.
4. Deal Status - The Deal Status will be set to Open-Pending by default. If you wish to update, click into the field to update it.
5. Save - Click this button once you have fill out all the neccesary information.
6. View Full Profile - Click this button if you would like to save all your current changes and be directed to the Deal Details Page. Please view this article to learn more about Deal profile: Monarch - Deal Profile Overview
Green Dollar Sign icon - you can add or edit Deal. Once you click on the green dollar sign icon, the pop-up box appears, displaying the Deal's name and amount, Edit icon and Add Deal option.
1. $ Add Deal - Once you click the $ Add Deal, the Deal Quick Add window will display so you can add a new deal.
2. Edit Icon - Once you click the Edit icon, the Deal Quick Edit window will display with existing pending amount on the Deal. Please make some changes and click Save button after you are done.
3. Deal Name - Once you click the Deal name, this will take you to the Deal profile where you can edit a deal. Please click here to learn more about Deal Profile.
Note that once the pending dollars are changed and saved on Quick Deal window, the Pending column's value will update immediately after a short, automatic refresh to the Sales Outlook.