Analytics
Active deals
–
Follow-ups due
–
Going quiet
–
Deals by vertical
Deals by region
Pipeline revenue
–
Pipeline EBITDA
–
Active deals
| Deal | Stage | Revenue | ARR | Next step | Last email |
|---|
| Deal | Stage | Revenue | ARR | Next step | Last email |
|---|
Deals whose Status is Inactive. To bring one back, open it and set Status to Active.
| Deal | Status | Revenue | ARR | Inactive since | Next step | Last email |
|---|
Sign in with your Microsoft 365 work account. The dashboard reads your mail and keeps your deal list in your own OneDrive, so only you can see it.
Drag deals, or use the arrows, to set the order you'll discuss them. Click a deal to open its profile.
No deals marked for review. Open a deal and tick For review in its header to add it here.
| Firm | Status | Deals | Last deal | Last call | Recurring call | Follow-ups | Last email |
|---|
Processes bankers have mentioned that haven't reached you yet. Create a deal when one launches.