How do I view my deal flow dashboard and what's on it?

Deal flow account holders have access to a deal flow dashboard for immediate insights into their deal flow pipeline, outcomes and upcoming dates. 

Here's what you'll find on your Deal Flow/Dashboard:

• View a summary of your Deal Flow by Stage by quarter, by year, and cumulative (all). Click a stage to be brought to a list of prospects in that stage.
• See how many Applications are pending or accepted for review by quarter, by year, and cumulative (all). Click through to see more information.
• View your Pipeline by stage in pie chart format. Hover your cursor over the figures for additional data points.
• View your Prospect Outcomes in pie chart format. Hover your cursor over the figures for additional data points.
• View summary boxes for Pending Applications, Current Application Forms, Upcoming Pitch Dates, and Upcoming Action Dates. Click through to see the details.

Note: Be sure to indicate which stages should be part of your deal flow funnel when setting up your pipeline to ensure that your tables and charts display properly.

Learn how to edit your deal flow process.