The Sales Methodology module provides a comprehensive view of all deals and associated metrics in one centralized location. It offers insights into critical metrics such as Engagement Grade, Aviso AI Score, MEDDIC Score, and more, empowering users to assess deal health and progress effectively.

You can filter deals using the View Filter in the drop-down menu, tailoring the display to your preferences.

To personalize your workspace, select the Settings Icon on the menu bar to access Display Settings, where you can customize the layout. Additionally, data can be exported in your desired format for offline analysis or reporting purposes.

By clicking on a Deal Name in the Name Column, you can access in-depth details about the selected deal through the following tabs:

1. Details
   This tab provides a comprehensive view and editing options for generic deal information:
   • General Information: Includes key details such as Amount, Close Date, Category, Stage, and Deal-Level Forecast.
   • News Feed: Displays recent news or updates related to the deal, providing external context or developments.
   •  CRM Details: Offers a detailed overview of the deal’s CRM data, with options to edit attributes like contact information, pipeline stages, and ownership.
   • MEDDPIC Details: Allows users to view and update MEDDPIC (Metrics, Economic Buyer, Decision Criteria, etc.) attributes to track deal qualification criteria effectively.
2. History
   The History tab offers a timeline view of the deal's progress:
   • Timeline of Changes Graph: A visual representation of all updates and changes to the deal, spanning from its creation to the anticipated or actual closing date. This helps track progress and key modifications at a glance.
3. Relationships
   This tab provides insights into contact relationships related to the deal:
   • Contact Relationships: View detailed relationships for individuals associated with the deal.
   •  Key Roles and Engagement Breakdown: Identify stakeholders' roles and analyze their engagement levels.
   • Scheduled Meetings: Access information about upcoming or past meetings with the contact.
4. Organization Chart
   The Org Chart module enables users to visualize and customize the organizational hierarchy for the associated account:
   • Decision-Makers and Influencers: Identify key personnel and their roles within the client organization, making it easier to streamline interactions and decision-making.
   • Customization: Tailor the chart to reflect your understanding of the organization’s structure for better relationship management.
5. Mutual Success Plan
   The Mutual Success Plan helps track and manage the milestones and progress of a deal:
   • Milestone Management: View, update, and create new milestones for the deal.
   • Supporting Insights: Access meeting history, join deal room discussions and view Winscore Insights.
   • Collaboration: Add comments to facilitate collaboration and align on the next steps.
6. To Do’s
   This section focuses on task management for deal engagement:
   • Task Management: Create, view, and manage the To-Do List for deals.
   • Recommended Actions and Follow-Ups: Add actionable insights or follow-up steps to ensure smooth progress and timely engagement.
7. Approval
   The Approval section streamlines deal-related approvals:
   • Assign Approval Requests: Assign specific actions or tasks for approval.
   •  Approval Work*ow: The assigned approvers can either approve or reject the actions, ensuring proper governance and accountability.
8. MEDDIC
   This section provides a detailed Scorecard for deal evaluation using the MEDDIC methodology:
   • Deal Scorecard: Review and update key MEDDIC components, including Metrics, Economic Buyer, Decision Process, and more.
   • Templates: Assign and customize MEDDIC templates for individual deals to standardize evaluation and ensure qualification rigor.
     
     By leveraging these tools and insights, the Sales Methodology
     Module enhances visibility into deal progression, strengthens relationships, and drives data-backed decision-making. It enables teams to achieve a structured, consistent approach to sales, improving pipeline health and win rates.