What are Deal Signals?
Working on your pipeline starts with understanding your deals.
Working on your deals, starts with being able to investigate it. It all starts with data. Pod gives you the tools and the clarity to better analyze your opportunities with data-driven Deal Signals.
How to use your Deals Signals?
Navigate to your Deals Signals
From the Atlas home page, click on the Prioritize panel
You can find signals by either clicking three different places
In each Deal card in the Top, At Risk, and Watchlist list of deals, click on 3 icons to open the Deal Signals pop-up
In the matrix, click on the deal card to open the Deal Signals pop-up
When opening a record details drawer, you can click on deal signals tab to review them.
The deal signals will inform on the position of the deals in the Deal Matrix.
Using the Deal Signals
Deals signals are split in 3 categories:
Engagement (Hot / Cold) - How exciting a deal is / important it is for the seller
Progression (Slow / Fast) - How quickly it’s been progressing
Responsibility (You / Them) - Whether the ball is in the seller’s court or the prospect’s court
Pod analyzes your data (i.e., deal size, progress through the pipeline, stakeholders involved, etc.) and recommends a value for each signal category
The option Pod recommends will be marked in the signal list of options
These recommendations are applicable for the Progression & Engagement. Responsibility is solely defined by the user.
The user can manually change the selection at any time by clicking on the option of their choice within the signal
If the user doesn’t select any option, the default signal value will default to Pod's recommendations.
The signals for each opportunity will be available in the Pipeline View as well as in the Account 360 for each opportunity.
You can find more details about Pod's Pipeline View and Account 360 in their respective help articles.
Diving into the Deal Signals
We understand that you won't simply trust a recommendation. You want to understand the underlying metrics driving Pod's Signal recommendations.
When clicking on a specific deal in the Prioritize list, you'll access a deep-dive panel
The panel will include three (3) sections:
Signals options
Driving metrics
Related Recommendations
The Signals section will present, for each deal, the options recommended by Pod as well as give them the ability to override them
The metrics highlight the most important metrics driving Pod's signal recommendations. It will highlight how each metric compares to the other deals.
Pod will recommend actions to take on a deal based on the comparative metrics of the deal in question. These are quick actions users can take to improve the standing of their deal.
When do Deal Signals help?
The Deal Signals is a way to better understand how each deal in your pipeline is doing and why it's doing good (or bad).
Sellers review deal signals every morning to make sure they understand their deal status.
You can carve out time at the end of the week (a great way to wrap up the week!) to update your deal signals.
Review your deal signals ahead of a pipeline review to be ready to tackle any questions your manager could have for you.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
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