Use deal boards

MeetRecord’s deal boards provide a clear view of your pipeline, helping you monitor deal health, track progress, and answer strategic questions. Whether you're new to deal boards or looking to refine your process, here’s how to make the most of them:

Get an Overview of Your Pipeline

Select or Create a Deal Board:
Choose a deal board from the list at the top of the tab, or create one tailored to your needs. Boards can track renewals, swing deals, or pipeline for upcoming quarters. If you use forecasting in MeetRecord, a forecast board automatically generates an associated deal board for pipeline reviews.

Customize Team Views:
View deals by individual, team, or hybrid teams. For hybrid teams, select multiple members or groups to include. Keep in mind:

You can’t navigate up the management chain for hybrid teams.
Role-based filtering excludes members with different roles.

Adjust the Date Range:
Set predefined or custom date ranges to focus on specific timeframes.

Filter Deals:
Add filters for CRM fields or MeetRecord AI insights (e.g., warnings, deal scores). Use warning filters to zero in on at-risk deals and drill down into details for immediate action.

Search Deals:
Use the search bar to locate specific accounts or deals quickly.

Organize Deals for Insights

Review by Groups or Tabs:
Deal boards use tabs to group deals by categories like stage, status, or forecast. Set tabs for open pipeline deals to review progress weekly and ensure informed forecasts.

Create Ad Hoc Groups:
Group deals dynamically using up to two CRM or MeetRecord fields. This flexibility helps identify patterns and prioritize effectively.

Switch Between Deal and Team Views:

By Deal: Assess pipeline health by key deal attributes.
By Team Member: Track individual contributions and team performance.

Sort Columns:
Click column titles to sort deals based on attributes like close date or activity.

View More Rows:
Adjust the number of rows displayed (10, 20, or 50) for better visibility.

Gain Deeper Deal Insights

Use Trackers:
Add tracker columns to identify risks, such as mentions of competitors in calls or emails. Hover over tracker columns to see phrases, or click View Snippets for detailed contexts.

Monitor Follow-Ups:
See scheduled next steps at a glance. Ensure every deal has a follow-up plan in place.

Analyze Activity Timelines:
View activities (emails, calls, meetings, etc.) in a 3-week rolling timeline directly on the board. Click the timeline to expand and explore detailed activity histories.

Dive into Risks:
The Warnings column highlights potential deal risks. Click warnings to see detailed alerts, such as ghosting, last prospect activity, or next recommended steps.

Review Contacts:
See who’s engaged in a deal, whether it’s single-threaded or multi-threaded. Hover over the contact count for details or click to access the contact activity tab.

Keep Your CRM Up-to-Date

Inline CRM Updates:
Edit fields like deal stage, close date, owner, and more directly within the deal board. Updates sync immediately with your CRM, ensuring data accuracy without manual effort.

Update via Deal Inspection:
Use the Update CRM tab to modify specific fields while inspecting a deal.

Tips for Success

Set up tabs: Group deals for easier review and forecasting.
Use AI-suggested updates: Spot opportunities and risks faster with MeetRecord’s intelligent recommendations.
Leverage trackers: Monitor keywords and phrases that matter most to your pipeline health.