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 in 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:
Health (Hot / Cold) - How exciting a deal is / important it is for the seller
Pace (Slow / Fast) - How quickly it’s been progressing
Responsibility (On You / On Them) - Whether the ball is in the seller’s court or the prospect’s court
Pod will analyze your data (i.e., deal size, progress through the pipeline, stakeholders involved, etc.) and recommend a selection against each signal category
Pod recommendations will appear as purple in the signals pop-up
These recommendations are applicable for the Health & Pace. Responsibility is solely defined by the user.
The user can manually change the selection at any time
If the user doesn’t select any option, the default signal value will be the Pod recommendations.
When do Deal Signals help?
Your watchlist **is a way to keep an eye our your most important deals.
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].
🤝 Want to talk to someone? Book a session with one of our specialists!