Deal Guidance provides you means to determine if a deal is appropriate based on a set of predefined rules. These rules drive the color bands and shapes that are displayed on the cart to help you determine if a deal is good or not. The feature guides you to present a deal that aligns with your organization's objectives which in turn helps to fast-track the deals.

There are three types of deal guidance:

  • Color Bands
  • Dimension & Sets
  • Guidance Rules

Navigating the Deal Guidance Page

When you launch the deal guidance page on the UI, all the existing deal guidance are listed on this page along with their details. There are various functionalities available for you to manage the deal guidance.

Managing Views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

Actions available on this tab

  • Click New Dimension Set to create a new dimension.
  • Click the ellipsis icon  next to the dimension set name to edit or delete an existing dimension set.
  • Click the dimension set name link to open the dimension set details page.
  • Export the selected deal guidance. For more information, see Exporting Records.

Refer to the following topics for more information.