In a fast-paced sales environment, having a centralized and intelligent view of all deal activities is crucial for making informed decisions, prioritizing opportunities, and driving revenue growth. The Deals module in the Aviso platform serves as a unified workspace where sales teams, managers, and revenue leaders can track, manage, and analyze every deal in the pipeline with clarity and precision.

This module is designed to provide a comprehensive, real-time overview of all ongoing and historical deals, helping users stay aligned with organizational goals and sales forecasts. By consolidating deal-related data—from CRM entries to activity insights—into a single, intuitive interface, the Deals module enhances visibility, collaboration, and accountability across teams.

Accessing the Deals Grid

1. Log in to Aviso.
2. Select Deals from the upper navigation bar.
   
   

Navigating the Deals Grid

The Deals module in the Aviso platform provides a powerful and flexible  interface to help users effectively explore and manage their deal data. With features like filtering, search, custom views, and multiple display modes, users can personalize their experience to suit specific workflows or reporting needs.

1.  Filters (Drop-down Menu) 

the Filters drop-down menu located at the top of the deals grid. This menu offers quick filtering options, including: 

• Total: Displays all deals across the pipeline.
• New: Shows recently created deals.
• Upsell: Focuses on additional sales to existing customers.
•  Renewal: Lists deals related to contract or subscription renewals.

2. Custom Deal Views

Users can create their personalized views by selecting specific deal filters from the drop-down. This allows for greater control and focus on the most relevant deals. Some of the selectable custom filter options include:

• Deals
• Opps Closing This Week
• Non-SE Low WinScore – Open Deals
• Year-Old Deals, and much more.

These custom views help users monitor deals based on urgency, performance criteria, or strategic focus.

3. +Add(Custom Filters)

To create more granular filters, click the + Add button. This opens a search field where users can choose specific fields (e.g., stage, owner, region, product, etc.) and define filter criteria to build a custom filter view. This feature is ideal for advanced users who want to monitor deals that meet highly specific conditions.

4. Search Bar

Use the Search bar to quickly locate a specific deal by entering keywords such as deal name, opportunity name, account name, or any relevant identifier. This is particularly helpful when dealing with large data sets 

5.  View Options

Aviso provides three flexible  viewing modes to help visualize and interact with deal data:

• List View: Displays deals in a structured table format with key details like deal name, owner, stage, and value.
• Chart View: Visualizes deal metrics using graphs and charts, making it easier to spot patterns and trends.
• Map View: Plots deals geographically based on account or deal location
  — useful for territory planning and regional analysis.
  

Updating the Grid

The Deals grid in the Aviso platform allows users to update deal information efficiently through two methods: Inline Update and Bulk Update.

1.  Inline Update

Users can directly edit individual deal fields within the grid. Simply click on the editable field (e.g., stage, amount, owner), make the necessary changes, and the updates will be saved automatically. This method is ideal for quick, one-off edits.

2. Bulk Update 

The Bulk Update feature is useful when updating the same field(s) across multiple deals simultaneously.

• Step 1: Select the deals you want to update by checking the boxes next to each row.
• Step 2: Fields eligible for bulk editing will be highlighted in yellow.
• Step 3: Click on the yellow-highlighted field to initiate the bulk update.
• Step 4: A pop-up window will appear, allowing you to apply changes to the selected field(s).
•   Step 5: Enter the new value(s), then click Update to apply changes across all selected deals.
  
  

Viewing the Deals grid

The Deals Grid in the Aviso platform offers a comprehensive and customizable view of all deal-related information. This grid is designed to provide users with a centralized location to monitor, analyze, and manage deals effectively. Below is an overview of the key columns and data points available:

1. Name: The title or identifier of the deal.
2. New Logo: Indicates whether the deal is with a new customer (Yes) or an existing one (No).
3. Close Date: The projected or actual date when the deal is expected to close.
4. Account ARR: Annual Recurring Revenue associated with the account.
5. WinScore: An AI-generated score predicting the likelihood of winning the deal.
6. Parent Account: The overarching account associated with the deal, useful for understanding account hierarchies.
7. Category: The current status of the deal, which can be one of the following-Closed Lost, Pipeline, Best Case, Upside, Forecast, Commit, and Closed Won.
8. Vertical: The industry sector or vertical the deal pertains to.
9. Solution Engineer: The technical lead or engineer assigned to the deal.
10. Engagement Score: A metric indicating the level of engagement with the prospect or customer.
11. Opportunity Team: The team members collaborating on the opportunity.
12. Recommended Actions: AI-driven suggestions or next steps to advance the deal.
13. Stage: The current phase of the deal in the sales process, which can include- Unqualified, Qualified, Needs Analysis, Solutioning, POC (Proof of Concept), Business Case, Pricing and Negotiation, Contracting, Closed Won, Closed Off, Project Kickoff.
14. Account: The customer or client account associated with the deal.
15. Commit Accuracy: A measure of how accurately the deal's forecasted close aligns with actual outcomes.
16. Region: The geographical area or territory the deal falls under.
17. Owner: The sales representative or account manager responsible for the deal.
18. Churn Override: An indicator if there's a manual override on the churn prediction for the account.
19. Partner Type: The classification of the partner involved, if any (e.g., Reseller, Strategic Partner).
20. Amount: The monetary value associated with the deal.
21. Deal Level Forecast: The forecasted revenue or outcome at the individual deal level.
22. Meeting Scheduled: Indicates whether a meeting has been scheduled with the prospect or customer.
23. Deal Comments: Notes or comments related to the deal's progress or specifics.
24. Partner Forecast: The forecasted contribution or involvement from a partner organization.
25. MEDDPIC Score: A score based on the MEDDPIC sales methodology, assessing deal qualification.
26. BANT: Evaluation based on Budget, Authority, Need, and Timeline criteria.
27. Next Step: The upcoming action or milestone planned for the deal.
28. Risk Deal: An indicator if the deal is considered at risk of not closing successfully.
29. Partner Forecast Amount: The monetary forecast provided by the partner involved in the deal.
30. Split Percentage: The percentage distribution of the deal among different stakeholders or teams.