New Option to see your Deals Ordered by Location

We are pleased to announce a new Netformx Pipeline Insight Tool (PIT) feature that delivers a solution for multi-country Partners with deals from different locales.

The Issue

The issue for multi-country partners is that they have a large number of deals from different locales, each with its own rules and handling by a local team.

The Resolution

To help organizations to manage this dilemma, the Pipeline Insight Tool (PIT) has a pipeline report which provides all the information needed about the deal pipeline. However, there was still a problem for multi-nationals to protect deal visibility so that each part of the organization will see only their local deals. That is why we enhanced the report so that it now shows deals ordered by location so that both an overall view and location view is available.

The Steps to access the Report

Step 1: To Access the Deals Pipeline Review Report – Click on the upper right Reports dropdown and select Deals Pipeline Review

A close-up View

Step 2: You get a full report of all your Pipeline deals Direct and through Disti*

*Disti deals require subscribing to the API Data feed for either Ingram Micro or TD Synnex, or individual BOM upload.

If you have any questions or need additional help, contact support@netformx.com.