Deal Pulse Filters & Search
The Deal Pulse page gives you tools to filter, sort and search your open sales deals so you can understand the health of your pipeline through each individual deal analysis.
Main Filters
The Main Filters are the standard filters that are available at the top of the page. You can filter on Pipeline/Stage(s), Deal Owner(s), and Team(s).
Simply select the filters you want to apply including Pipeline(s)/Stage(s), Deal Owner(s) and Team(s).
You can save and recall filters by clicking the "Save/Load Filter" dropdown.
Filtering Deals - Pipeline/Stage, Deal Owner and Team
Deal Pulse Filters
There are additional Deal Pulse Filters including:
- the AI Analysis categories
- Engagements (Calls, Meetings, Emails)
Expand the Deal Pulse Filters to see the available filters for AI and Engagements.
You can save your Deal Pulse filters as presets to recall later.
AI Filters: The AI Filters are the AI Analysis categories including AI Health, Forecast Category, Deal Status, Customer Intent, Competitive Position, Sales Performance, Close Date Confidence, and Deal Stage Confidence.
Engagement Filters: The Engagement Filters are the Engagements including Calls, Meetings, and Emails - whether they happened, the time range, and the AI impact. For Calls you can filter on Status, and for Meetings you can filter on Outcome.
Filtering Deals by AI Analysis and Engagements
AI Filter Details
- AI Health: The AI Health Score of the deal (Very High, High, Medium, Low, Very Low)
- Forecast Category: The Forecast Category of the deal (Commit, Best Case, Pipeline)
- Deal Status: Reveals if the deal is active or stuck (Active, Stuck, Dormant, Dead, Inactive, No Activity)
- Customer Intent: The Customer Intent of the deal (Very High, High, Medium, Low, Very Low). Sometimes referred to as Purchase Intent.
- Competitive Position: The Competitive Position of your company with the deal (Very High, High, Medium, Low, Very Low)
- Sales Performance: Analysis of how well the sales person is performing with the deal (Very High, High, Medium, Low, Very Low)
- Close Date Confidence: The AI Confidence of the Close Date of the deal (Very High, High, Medium, Low, Very Low)
- Deal Stage Confidence: The AI Confidence of the Deal Stage of the deal (Very High, High, Medium, Low, Very Low)
Note: All of these AI insights are automatically generated and updated as the deal progresses.
Examples of Filter Combinations
The ability to dynamically filter deals by AI Analysis and Engagements is very powerful. Here are some examples of useful filter combinations:
- Deals closing this month, with no emails in the last 7 days, with high Customer Intent
- Deals with High Customer Intent, are Stuck/Dormant, and have no Discovery Meeting
- Deals with Low Confidence in Close Date and are are Stuck/Dormant
When you combine the Deal Pulse filters with the Main Filters, you can quickly scan deals and focus on the right deals at the right time.
For example, you can set your Deal Pulse filter(s), then toggle between Deal Owners to review each sales person's deals.