Similar Deals

Learn how to know what are similar deals to the ones in your pipeline.

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

We know about the Monday morning syndrome - not knowing how to push your pipeline forward. Despite all the playbooks and battle cards, sales reps are more pragmatic - you look at what’s been done in the past to inform on what to do in the future.

To make your life easier, we surface deals you should look into to understand what worked in the past. Pod AI-powered clustering is based on deal-specific vectors of attributes.

Users can filter similar deals based on the status of the deal:

  • A. Closed Won

  • B. Closed Lost

  • C. In Progress

For each deal, we automatically create to a deal card - highlighting the key activities, stakeholders, and documents of these similar deals.

Similar deals in your pipeline can help to navigate your stuck opportunities

Similar deals in your pipeline can help to navigate your stuck opportunities



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