Deal Dashboard
View and manage all active deals in one place.
Overview
The Deal Dashboard is the default landing page in Deal Manager. It provides a comprehensive view of all active deals you have access to, along with powerful filtering and navigation tools.
Key benefits
Centralized access to all active deals.
Quick filtering to find deals by tenant, property, or agent.
Drillable tiles for instant insights into deal metrics.
Easy navigation to detailed deal records and activity feeds.
How to use the Deal Dashboard
Access the dashboard
You can open the Deal Dashboard in two ways:
Click the Commercial Edge logo in the top-left corner of the screen.
Navigate to Pipeline > Deals in the main menu.
Filter deals
At the top of the dashboard, you can filter deals using:
Client (only available for External Users)
Show Deals
Tenant Name
Leasing Agent
Property
Desired Area
More filters – Includes additional options such as User Defined Fields (UDFs) configured in Company Settings.
Note: By default, the dashboard displays active deals modified within the last 6 months. You can adjust this timeframe using filters.
Apply filters
Select your desired filters.
Click the Search button to apply them.
Use the Show Deals filter to toggle between:
My Deals
My Team’s Deals
All Deals
Save filters
Click Save to store your filter set.
Access saved filters via the Saved Filters section.
Dashboard tiles
Near the top of the dashboard, you’ll find drillable tiles that provide quick insights:
Deals by Type – View deals categorized by type.
Deals by Market – See deals grouped by market.
Deals Executed – Track deals that have been finalized.
Deals by Stage – Monitor deals based on their current stage.
Tip: Clicking any tile will display deals that match the selected criteria.
View deal details
Filtered deals appear in the bottom portion of the dashboard. Each deal record includes:
Tenant Name
Property and Region
Deal Stage
Area and Spaces
Leasing Agent
Tenant Contact
Proposal Information
Most Recent Activity
Accessing a deal:
Click anywhere on a deal record to open its details.
Click Add/View to open the deal’s Activity Feed.
FAQs
Who can access the Deal Dashboard?
Any user with access to Deal Manager can view the Deal Dashboard.
Can I adjust the default timeframe for active deals?
Yes. Use the filters to change the 6-month default timeframe.
How do I view deal activity?
Click Add/View in the deal record to open the Activity Feed.