We value your privacy

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.

Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Call us @ +1 508-737-1615

Introduction

Account Planning is a tool which allows user to get the records of deals which are either closed or not finalized.  User can easily differentiate between closed deals and pipeline deals. User can access the deals which are in discussion or which are closed won individually. It shows the different stages of deals which are still in discussion. Other information like deal size, deal type, deal amount and transaction id can also be accessed.

 

Features/Components

Account Planning have 2 components given as below:-
  • Opportunities
  • Closed Deals

7.2.1 Opportunities

Opportunities
What Opportunities tab shows the list of deals which are not finalized yet. These deals are in pipeline. Partners register the deals, but deals do not get finalized, opportunities tab holds the record of deals which are in discussion or present at any stage level.
  • Opportunities status- pipeline stage
  • Deal registration date- the date on which deal is regisetred.
  • Partner sales rep- represenative responsible for registering the deal.
  • Deal id
  • Deal size- the $ quantity that deal holds
  • Deal type
  • Estimated close date- the date estimated by partner, the deal gets closed.
Why This tab is featured for user’s convenience. User can easily access the deals which are not finalized.
How
  1. Click on Opportunities tab, it shows the list of pipeline deals. When partner registers a deal, it comes into pipeline and will be displayed in this tab.

7.2.1(a) Show entries

Show entries
How
  1. Click on dropdown
  2. Select any number (10, 25, 50, and 100) from the dropdown list.
  3. The records will be displayed on screen accordingly.

7.2.1(b) Search Bar

Search bar
How
  1. Type the rep name or account name in the search box that user wants to search.
  2. The searched details will be displayed on screen

7.2.5(b) Pagination

Pagination
How
  1. Click on page number that user wants to go; user will be redirected to that page.
  2. Click on Next for the next page.
  3. Click on Previous for the previous page.

7.2.2 Closed Deals

Closed Deals
What Closed Deals tab shows the list of deals which are closed won. These deals are finalized. This tab holds the record of deals which are actual and will generate income.
  • Pipeline level- Closed won (same for all deals).
  • Transaction date- the date on which deal is regisetred.
  • Partner sales rep- represenative responsible for registering the deal.
  • Transaction id
  • Deal amount- the $ quantity that deal holds.
  • Deal type
Why This tab is featured for user’s convenience. User can easily access the deals which are closed won.
How
  • Click on Closed Deals tab, it shows the list of Closed Won deals. A deal which is in pipeline when gets finalized, will move to this tab.

7.2.2(a) Export button

Export button
How
  • Click on Export button to donwload the excel file of all the deals (Opportunities or Closed Deals).

© 2025 Successful Channels Inc.

MENU