The deal health page allows you to compare the health of opportunities,
Deals Health List
Presents a list of the open opportunities in a table format, you can view high level opportunity information and compare opportunity scores to identify the deals in poor health.
Deals Health Filtering
Use filtering to focus on specific periods, teams, risk factors etc
The 'Custom Field Filters' button enables you to tailor your search requirements
Example Custom Field Filters
The ‘custom columns’ button allows you to edit what columns to display in the deal grid.
Select the column you wish to add from the list and this will display alongside the default columns.
Custom columns will also appear by default as a new custom field in the opportunity detail page.
Saving filters
Save your filter selections for future use by clicking the 'save current filters as' button:
Assign a name to your filter, then clicking on the save button.
Custom fields in Deals detail page:
Display all available fields by toggling the 'show all' switch in the deal detail view .
Use dynamic search to find fields.
Deal Health Details
When you select a deal to review, you can view:
The Timeline - dial back time on your opportunity and corresponding account.
Use the date picker or choose a date from the coloured bar where, each colour represents the score on the selected day to exhibit the data from that particular day.
Prediction History: presents the history of the prediction scores in a trend for easier analysis based on the changing health of the opportunity.
Recent Activities: Tracks activities performed. Dates are links to the timeline and, by clicking on them, the page will update to display the selected date's content. Predictions are automatically recalculated after changes are made to the Opportunity or related Account.
Contributions: Some items in the Opportunity and the Account have a bar displaying how much they contribute positively or negatively towards the score.
Deal Insights Chart
Displays an individual score for the Opportunity along with a step chart showing changes in amount, the current and the previous close dates. The count of amount changes and discounts are also displayed.
Other fields included are:
Previous stage
Stage changes
Stage duration
Delay count (count of times the close date has been pushed forward)
Cycle increase
Deal age
Predicted age
Close date
Contact
Campaign
Lead Source
Account Insights Chart
The Account Insights area displays the Account's history, with a bubble chart displaying open, won and lost Opportunities for the Account, with built-in filters.
Other fields displayed are:
Created By
Account age
Win ratio
Last deal Amount
Number of open, won, and lost deals for that Account
Industry
Annual revenue
Number of employees