To view the details of specific deals, navigate to the Deals page (or equivalent). Click into the name of the deal to view its details.
The Deal Registration detail view includes a progress bar indicating the current stage of the deal.
You can view some or all of this information about a deal, depending on how your supplier has set up their deal registration process:
| Field | Type | Description |
| Deal Name | Text | The name of the deal. |
| Deal Type | Dropdown List |
The deal type (read only). Deal Types are created by the supplier to categorize the unique requirements of deals. This read only field is shown on the Deal Details and Deal Edit views for submitted Deals. |
| Currency | Number |
The currency for the deal. Your supplier controls what currencies are made available to you. |
| Account | Text |
The customer account purchasing this deal. Select an account from the list or type in the name to be shown suggestions. If the account you are looking for does not exist, you can submit an account request. When viewing the Deal, click the View link to access details of a linked account. |
| Total Value | Number | The total expected value of the deal, or the sum of the line items included in the deal. |
| Estimated Close Date | Date Selector | The date when you expect the deal to be finalized. |
| Stage | Dropdown List | The deal's current stage in the sales process, for example Closed Won. |
| Probability % | Number |
How far in the deal negotiations this deal has progressed, expressed as a percentage. A higher value indicates the deal is closer to closing. This value is populated with the default probability value of the specified Stage, but you can change it if required. |
| Sales Rep | Dropdown List |
The sales rep assigned to this deal. Click the email icon |
| Description | Text | Provide additional details, such as what the deal will include or require. For example, if you know how many units of a particular product will be purchased through this deal, provide this information for the supplier. |
| Created | Date | The date on which the deal was registered. |
| Updated | Date | The date on which changes were last made to the deal. |
| Approved | Date | The date on which the deal was approved by the supplier. |
| Rejected | Date | The date on which the deal was rejected by the supplier. |
| Expired | Date | The date on which the deal expired. |
| Custom Fields | Varies |
Custom Fields are custom data items that your supplier wants to collect from you. The fields available here vary by supplier. |
| Attachments | File Upload |
The files attached to the deal. Both you and your supplier may be able to upload and access these files.
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| Deal Line Items | List | The products being sold in this deal. |
| Contacts | List | The key stakeholders of the deal. Click Add Contact to link a new one, or use the |
If Deal IQ is running on your portal (reach out to your supplier for clarification), the insights that have been generated by an agent are shown, in a chronological listing - click Deal Analysis to access it.
Scroll through the analysis or click to download it as a PDF.
For more information, see About Deal IQ.