Viewing Statistics of Deals in a Particular Status

Procedure

To view the statistics of deals in a particular status:

Click the Menu link in the Application toolbar.
A list appears.
From the Main menu, select Deal Pricing Management and then click Deal Dashboard.
The Deal Dashboard screen appears.
In the Deal Metrics zone, enter the filter criteria using which you want to view the deal metrics.

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.
Click Apply.
The tiles chart for the deal metrics appears in the Deal Metrics zone as per the specified filter criteria.
Click on the tile whose deal statistics you want to view for a particular status.
The pie chart appears in the Deal Statistics zone.
View the statistics of deals in a particular status for the existing account, existing customer, and prospect in the Deal Statistics zone.

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