In this example, we are going to review which deals have happened in the year to date to see what deal type is the most popular. Is the most popular type of deal overall the same as the most popular type of deals for the a/c type we are specifically looking at? For this, we shall look at the completed deals from the start of the year until today, and then apply filtering.
- Start in the Deals section, Detail tab.
- In the Deal Dates & Identification filter, adjust the deal start dates to 1 January and the deal status to Completed.
- Run the search and see how many deals have been done.
- Go to Summary view, select the grouping by Deal Structure – view the resulting screen in Figure 1.