What is the deal timeline view? How to use the deal timeline view?
Modified on: Mon, 26 Oct, 2020 at 6:17 PM
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Freshworks CRM offers a deal timeline view that allows sales teams to segment their deals based on the expected closed date. This helps teams predict revenue and also focus on only the deals for a given month.
Here’s everything you need to know about the deal timeline view:
Understanding the deal timeline view
The deal timeline view segregates deals based on the expected close date. This enables sales representatives to pay attention to those deals that are expected to close in a particular month/quarter. Each deal in a particular column is assigned one of three tags- Won, Committed, and Best-case.
Understanding Deal value breakdown card
Click the View Details button. This brings up the Deal value breakdown card. The card contains break down of the total deal view in three categories– Won, Committed, and Best-case.
You can segregate deals based on owners, products, or deal values on the deal timeline view.
Committing deals from Freddy suggestions
Sales reps can commit to those deals that they are confident of closing in the given month or quarter. When the Freddy suggestions feature is enabled, users will be presented with deal suggestions whenever it identifies a potential opportunity.
Freddy uses analytics to predict deals that are likely to close in the next 4 weeks and suggests them to users to add to the timeline view.
Clicking this notification brings up a slider with Freddy suggestions. Users can drag and drop these commit suggestions into a column of their choice
Permissions for access
The Deal timeline view is available for all users. However, the ability to commit to a deal is governed by Roles and Permissions. To configure the permissions, go to Admin Settings > Roles > and scroll down to the Sales Forecast section. Click the checkbox to grant permissions for a role.
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