📊 Deal Dashboard Overview
The Deal Dashboard is the default landing page in Deal Manager. It provides a comprehensive view of all active deals that a user has access to, along with powerful filtering and navigation tools.
🚪 How to Access the Deal Dashboard
You can open the Deal Dashboard in two ways:
Click the Commercial Edge logo in the top-left corner of the screen.
Navigate through Pipeline > Deals in the main menu.
🔍 Filtering Deals
Available Filters
At the top of the Deal Dashboard, users can filter deals using the following criteria:
Tenant Name
Leasing Agent
Property
Desired Area
Additional filters under the “More” dropdown, including:
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 the filters.
Applying Filters
After selecting your filters, click the green Search button to apply them.
Use the Show Deals filter to toggle between:
My Deals
My Team’s Deals
All Deals
Saving Filters
Click the Save button to store your filter set.
Access saved filters via the Saved Filters section.
📈 Dashboard Tiles
Near the top of the Deal Dashboard, you’ll find drillable tiles that provide quick insights into deal metrics:
Tile Name | Description |
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. |
Clicking any tile will display deals that match the selected criteria.
📋 Viewing 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 the Add/View hyperlink to open the deal’s Activity Feed.
📞 Contact Support
Need help navigating the Deal Dashboard? Reach out to our support team:
Email: [email protected]
Phone: +1 (800) 555-0199
Live Chat: Available in the bottom-right corner of the Deal Manager interface