If you are an executive level user in your organisation, you will see the Executive Dashboard by default when you login to DealWall. Else you can always click on in the navigation bar to see the Dashboard view.
Executive Dashboard shows the deals you are involved in arranged into pie-charts based on the sort criteria you select. The segments in the pie-charts are color coded based on the deal status - so you will get a real-time view of the entire deal pipeline you are involved in.
You can filter the dashboard to a particular quarter of interest using the Filter drop-down. The dashboard view is refreshed to show the deals which have estimate close date in the selected quarter or already marked closed in the selected quarter. The current quarter has a * next to it.
You can sort the dashboard using key deal parameters using the Sort-by drop-down. You can sort by
- Account Manager
- % Complete
The dashboard view is refreshed to show pie-charts corresponding to the sort criteria selected. There is a pie-chart for each value of the sort-criteria. For example if you select Region as sort type and the filter matching deals have Regions as North America, EMEA, APAC, then you will see 3 pie charts. The leftmost pie chart is the aggregate of all the deals in the individual pie-charts.
All deals are classified into specific color based on their status
- Red - in progress deals running more than 1 week behind schedule. Either some stages or tasks in the deal are running behind schedule.
- Amber - in progress deals that are less than 1 week behind schedule.
- Green - in progress deals that are so far meeting all their estimated time lines.
- Sky-blue - closed deals marked as Won,
- Light-grey - closed deals marked as Lost
- Dark-grey - closed deals with no-decision.
The deals are grouped by their status color and shown as individual pie-segments in that color. The aggregate number and deal value is presented below as well as on mouse-over;
You can click on any of the pie-charts to do a drill-down. System will display a list of deals falling in that pie-chart in a tabular view.
Copyright 2016-2021 A2O Mobile
Please sign in to leave a comment.