What are Similar Deals?
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 whatβs 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.
Similar deals in your pipeline can help to navigate your stuck opportunities
How to access the Similar Deals?
The Similar Deals widget is accessible within the Pipeline View in 2 places:
The Table View - At the complete right of the row of the record you are inquiring about.
The Kanban View (for Opportunities only) - at the top right of the deal card you are inquiring about.
In both cases, clicking on the Circles icon will open the Similar Deals widget.
How to use the Similar Deals?
Users can filter similar deals based on the status of the deal:
A. Closed Won
B. Closed Lost
C. In Progress
[Coming soon] For each deal, we automatically create to a deal card - highlighting the key activities, stakeholders, and documents of these similar deals.
π‘ Need help? Send us a message via the in-app chat or email us at [email protected].
π€ Want to talk to someone? Book a session with one of our specialists!