Overview
The Registered Deals module is critical for tracking and managing sales opportunities that partners have claimed for protection. Administrators often need to analyze this data from various perspectives, such as by region, deal stage, or partner type. The ability to create custom views directly within the platform streamlines this process, eliminating the need to export data for analysis in external tools.
By defining specific filters and selecting relevant columns, administrators can create personalized dashboards that highlight key performance indicators or identify deals requiring immediate attention. This functionality enhances operational efficiency and supports more informed decision-making regarding partner pipeline management and commission forecasting.
Key Features
- Customizable Deal Views
- Filter Registered Deals
- Select Display Fields
- Save Custom Filters
- Add Filter Conditions
- Column Management
Create View
Click the Create View button.
Configuring a Custom View
This filter configuration screen allows administrators to customize the display and filtering options for the Registered Deals list view. By selecting specific fields, users can define which data points are available for filtering the deal records, enabling more granular searches and analysis. Additionally, the screen provides control over which columns are visible in the main list, allowing for tailored views that prioritize relevant information for different reporting or management needs. This customization helps users efficiently manage and monitor registered deals within the Sell module, aligning the displayed data with their operational requirements.
Select additional fields to filter by and choose which columns to display in the Registered Deals list.
Buttons
| Button | Description |
|---|---|
| Add | A button to add the selected field to the filter options. |
| Save Filter | A button to save the current filter and column display configuration. |
Fields
| Field | Description |
|---|---|
| Add Additional Fields for Filter | A dropdown menu to select additional fields that can be used to filter the Registered Deals list. |
| Insert Filter Configuration Name | An input field to enter a name for the custom filter configuration. |
Select Fields to Display
Frequently asked questions
- What is the purpose of custom views for registered deals?
Custom views allow administrators to manage and analyze registered deals by tailoring displayed columns and applying specific filters. This streamlines analysis and eliminates the need to export data.
- Who uses this feature?
UPM administrators use this feature to customize how registered deal information is displayed and filtered.
- What types of filtering options are available?
Administrators can filter by various criteria such as region, deal stage, or partner type. They can also select additional fields to use for filtering deal records.
- How does customizing views improve efficiency?
Customizing views enhances operational efficiency by creating personalized dashboards that highlight key performance indicators or identify deals needing immediate attention. This supports informed decision-making.
- Can I save my custom filter configurations?
Yes, you can save your current filter and column display configurations for future use.
- What are the key features of creating a custom view?
Key features include customizable deal views, the ability to filter registered deals, select display fields, save custom filters, and manage columns.