The Deal screen shows all the deals irrespective of the stage, amount, and category. After you log in to Aviso AI, from the left navigation bar, click Deals to open the Deals screen. While using the Deals screen, there are two themes to choose from- the old theme and new theme. The new theme brings minimalist and user-friendly design. By default, when you open the Deals screen, it opens with the old theme. You can switch to the new theme by performing the following steps:

1. Click the menu ( ) icon beside Deals.
2. Move the New Theme toggle button to the right-hand side.

Switch from the new theme to the old theme by performing the following steps:

1. Click the setting ( ) icon.
2. Move the New  Theme toggle to the left-hand side.

Every deal in the Deal screen shows Win score and Engagement grade. On the Deals screen, click LIST to see Deals in list view and click MAP to see deals in Map view. The map view shows deals by categorizing them with risk, priority, and forecast levels involved to help you prioritize the correct deals.

The following image shows the Deals screen with the new theme.

Click a deal to to deep dive into it, get actionable insights, and join deal room.

Deal screen has the following options to filter, search options, and use deal inspector:

• Export data lets you download the deals in a spreadsheet.
• Customize Layout lets you reorder and hide the columns that are present in the Deal screen.
• Query ( ) lets you create a search query based on your
  requirements such as win score, amount, category, close date, stage, and so on. After you create and save a query, you can use it anytime to view deals that match your query.
• Search Deals ( ) lets you search deals using
  keywords such as deal name and deal ID.
• Advanced search ( ) lets you search deals using criteria such as win score, amount, category, close date, stage, and so on.
•  Groups lets you create group of deals to view some deals together.
•  Deal inspector lets you inspect or dig more into a deal. Select a deal and click Deal Inspector
  ( ) icon to open deal inspector view. The deal inspector view has
  two tabs as follows:
  • Insights-
    • Interaction over time graph- It helps you inspect your activity trending over the last 7, 15, 30, and 90 days.
    • See details of the activity by clicking View more. This opens the email activity view with the email body insights.
    •  You can find the meetings scheduled in the next two weeks.
  • Deals details-
    •  You can see the opportunity details and list of comments if there are any. To know more about Deal details, see How do I see details of a Deal?