Viewing the Deal Metrics in the Tiles Format

Procedure

To view the deal metrics in the Tiles format:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Deal Pricing Management and then click Deal Dashboard.
    The Deal Dashboard screen appears.
  3. Enter the search criteria in the Deal Metrics zone.
    Note: By default, the deal metrics appears for the period which is specified in the Deal Limits in Months option type of the C1-DEAL feature configuration. You can change the period if required.
  4. Click Apply.
  5. Ensure that the toggle switch is towards the Tiles option.
  6. View the following information in the Deal Metrics zone:

    • Number of deals which are created by the logged in user or by a set of users which belong to the logged in user's access group within the specified period

    • Number of deals which are pending for approval

    • Number of deals which are yet to be finalized

    • Number of deals which are yet to be accepted by the customer

    • Number of deals which are accepted by the customer

    • Number of deals which are rejected

Related Topics

For more information on... See...
Deal Dashboard screen Deal Dashboard
Deal Metrics zone Deal Metrics
How to set the C1-DEAL feature configuration Setting the C1-Deal Feature Configuration