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Existing Affairs
Existing_Affairs.png

Shows the existing affairs of a deal in terms of Deal Status, Accounts, and Contacts

  • Deal Status:

    Deal_Status.png

    Shows the status of a deal in terms of All Deals, Pulse of the Business and Emotional State of Upcoming Deals. It consists of two categories: Customer Pulse (Default) and MEDDIC. Click the Switch button to switch the view between a plotted graph or a pie chart. Hover above the dots of the plotted graph to view details in a pop out.

    1. All Deals: Shows the pie chart of all the deals that consists of Deals with Customer Pulse and Without Customer Pulse.

      All_Deals.png

    2. Pulse of the Business: Shows the distribution of the deal health status based on the customer sentiment and engagement of the past sales meetings.

      Pulse_of_the_Business.png

    3. Emotional State of Upcoming Deals: The average customer sentiment and engagement values of deals grouped by their projected close date. It has two categories Sentiment (Default) and Engagement.

      Emotional_State_of_Upcoming_Deals.png

  • Accounts: Shows the accounts that demonstrated positive and negative sentiment grouped into two categories: Exceeding Accounts and At Risk Accounts.

    Accounts.png

    1. Exceeding Accounts: These are the top customer accounts that demonstrated positive sentiment during the past conversations as exceeding accounts.

    2. At Risk Accounts: These are the top customer accounts that demonstrated negative sentiment during the past conversations as at risk accounts.

    Click the See All button at the top right corner to view all the accounts of the two categories in a slide out.

    Accounts_See_All_Pop_Out.png

    Click on an account to view it's deal page.

    Deal_Page.png

  • Contacts: Shows the customer contacts that demonstrated positive and negative sentiment during the past meetings grouped into two categories: Champions and At Risk Contacts.

    Contacts.png

    1. Champions: Shows the top customer contacts that demonstrated positive sentiment during the past meetings as champions.

    2. At Risk Contacts: Shows the top customer contacts that demonstrated negative sentiment during the past meetings as at risk contacts.

    Click the See All button at the top right corner to view all the contacts of the two categories in a slide out.

    Contacts_Slide_Out.png

    Click on an account to view its deal page.

    Contact_Deal_Page.png
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