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What is Deal Progression Bar in Deal Room?

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Deal Progression Bar



The Deal Progression Bar displays various Sales stages and the Playbook Tasks for specific sales stages of a deal. Once all the Playbook Tasks for a sales stage are complete, the Sales stage automatically changes to the next Sales stage of the deal.The larger circles depict the Sales stages and the smaller circles depict the Playbooks Tasks of a deal. To know more about Sales stages and Playbooks Tasks of a deal click Sales stages and Playbook Tasks.
Color Codes for Sales Stages
Different color codes have been set up for the Sales stages of a deal:


a. Green - A green circle with a tick mark depicts a Completed Sales stage.
b. Red - A red circle with a cross mark depicts a Skipped Sales stage.
c. Yellow - A yellow circle with a tick mark depicts a Current Sales stage.
d. Gray - A gray circle with a tick mark depicts a Pending Sales stage.
Color Codes for Playbook Tasks
Different color codes have been set up for Playbook Tasks of a deal:


 
  1. Dark Green - A dark green color circle depicts a Completed Playbook Task.
  2. Red - A red color circle depicts a Skipped Playbook Task.
  3. Light Green - A light green color circle depicts a Pending Playbook Task.
Note: Clicking the next icons (<,>) present on the  left and right of the Deal Progression Bar allows you to navigate back and forth. 
 
  1. Next Actions
Before we go on to learn Next Actions let us understand a ‘Mutual Task/Event’ for a deal.
What is a Mutual Task/Event for a deal?
  • A Mutual Task/Event is a task or an event where both the customer and the user are mutually involved with a task or an event for a deal.
  • Any task or an event for a deal becomes a mutual task or a mutual event when you enable the checkbox for the 'Is Mutual' field available under Task Details and Event Details.You can view this field in the Detail View of a Task or Event record. 
In the Next Actions:
  • Only a deal's current Sales stage’s Mutual pending Playbook Tasks and Mutual pending Other Tasks are displayed.
  • Contributors can mark any task as Completed by clicking the checkbox beside the respective task.
 
Note:
  • Once you mark a Playbook Task as completed, by default:
    • It reflects as a dark green circle (completed) for the respective Sales stage in the Deal Progression Bar.
    • The task stage is updated for the specific Playbook Task in the related deal record.
  • Once you mark Other Tasks as completed, the related stage is updated for the specific Other Task in the deal record.
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