Easily exploring and managing your opportunities is a key part of the Walnut experience. On the Deals dashboard, users can access and review all the opportunities from your integrated Salesforce account.
Be sure to set up the Walnut and Salesforce Integration before proceeding to the Walnut Deals View page.
Filtering and Reviewing Deals
From Walnut's home page, select the tab in the left navigation menu. There, you'll see a full list of deals your team has in their pipeline.
The deals list displays the following details:
- Name of the opportunity.
- Engagement level of the deal according to Walnut's calculation.
- Risks identified from reviewing the demo data of this deal
- Viewers for this deal
- Last Active date of the last demo activity
- Stage of the deal, from Salesforce
- Owner of the deal, from Salesforce
- Amount of the deal is set for, from Salesforce
- Close Date of the deal, from Salesforce
At the top, you have a few different filtering open. Filter through deals based on Closed Date, with options like closed last month, quarter, year, closing in this month, quarter, year.
Or filter by deals based on their current stage in your CRM.
Additional filtering options include:
- Opportunity Owner
- Demo Engagement Level
- Opportunity Type
To get the best filtering results, we suggest using the following filtering combinations
- Hot Deals: Use the closed date for this quarter filter, together with engagement level set to high.
- Stalled Deals: Use the low/none engagement level filter and sort by amount to review significant deals in your pipeline, aiming to boost demo engagement with current stakeholders.
Important To Note 📝
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- The list of deals in this page is based on your company's Salesforce details. If the integration and is enabled it will provide immediate updates. Note that the engagement score may take up to two hours to update from the moment the demo is viewed.