Deals
The Deals dashboard provides a comprehensive view of all active deals across your organization, giving you the visibility and tools you need to drive deals forward.
Last updated
The Deals dashboard provides a comprehensive view of all active deals across your organization, giving you the visibility and tools you need to drive deals forward.
Last updated
The dashboard shows deals in various stages, such as Discovery, Executive Alignment, and On Deck (stages are defined in your CRM). This view helps you understand where each deal stands and its progression toward closure.
Each deal is represented by a card with key metrics, including:
Deal value: The total potential value of the deal.
Win probability: A percentage estimate of the likelihood of deal closure.
Weighted value: The value adjusted by the win probability.
Time in phase: Tracks how long the deal has been in its current stage, helping identify bottlenecks or delays.
Estimated end date: A projected closing date for the deal, based on historical trends or manually entered estimates.
These visual indicators allow you to quickly assess deal status and identify where to focus your efforts.
Clicking on a deal opens a detailed view with everything you need to manage the opportunity. From high-level metrics to actionable insights, the deal page centralizes information to keep deals on track.
This section provides an AI-generated summary of all critical deal components, ensuring you have the context needed to act quickly. Key details include deal value, win probability, identified blockers, and the current stage (e.g., Evaluation In-progress). The Executive Summary highlights:
Blockers: Risks or challenges that need resolution.
Recent Engagement: A timeline of customer interactions, such as emails or meetings.
Next Steps: Clear, actionable tasks to move the deal forward.
Stakeholders: Decision Makers and Influencers tied to the deal.
Competitive Insights: Notes on competitor mentions and positioning.
The Opportunity: A concise overview of how Opine’s capabilities address the customer’s goals.
The Plan tab becomes visible when a plan (or POC) is created for the deal. You can create a new plan by clicking the Create Plan button in the upper right of the deal view. The plan provides an internal view of the evaluation, breaking it into phases—prerequisites, execution, and outcomes—and displaying success criteria for the evaluation. The Portal button allows you to switch to the external view, which prospects and customers can access to review progress and key criteria.
The Tasks tab shows all tasks associated with the deal. Tasks can be assigned, updated, and completed directly from this view to keep everyone aligned.
The Notes tab is your centralized space for capturing deal-specific notes, such as meeting summaries or workshop outcomes. Notes are incorporated into deal summaries and deal analysis automatically.
The Requests section is where you can connect Jira tickets to the deal, making it easy to track blockers, feature requests, and product gaps. A top-level Requests dashboard exists to see requests across all deals.
Click Next to explore the Evaluations dashboard or jump ahead to .
