Deal Dashboard Default View

A toggle button is available in the Deal Metrics zone of the Deal Dashboard screen. It enables you to switch or toggle between the following views:

  • User View - In this view, the screen works in the traditional manner. The deal metrics and statistics are shown for the deals which are created by the logged in user (i.e. relationship manager). Also, the deals created by the relationship manager within the date range are listed in the Search Deals zone. By default, the User View is turned on in the Deal Dashboard screen.

  • User's Access Group View - In this view, the data of all users, who belong to the logged in user's access group, is consolidated and shown in the Deal Dashboard screen. For example, U1, U2, and U3 belong to the same access group and U2 has logged in, the system displays the consolidated data of U1, U2, and U3 in the Deal Dashboard screen. The deal metrics and statistics are shown for the deals which are created by the users which belong to the logged in user's access group. Also, the deals created by all users of the logged in user's access group within the date range are listed in the Search Deals zone.

Note: The system, by default, derives the date range based on the value specified in the Deal Limits in months option type of the C1-DEAL feature configuration.

You can change the default view of the Deal Dashboard screen. A new option type named Deal Dashboard Default View is introduced in the C1-DEAL feature configuration. It is used to indicate whether the system should list information of the deals, which are created by the logged in user or which are created by a set of users who belong to the logged in user's access group, in the Deal Dashboard screen. The valid values are U and UG. If you do not set this option type, the system, by default, shows the data of the logged in user in the Deal Dashboard screen.