Overview

The New Deal Insights Panel introduces a modern, tab-based interface for viewing deal information, replacing the previous infinite scroll format. This redesign provides better organization, improved navigation, and powerful customization capabilities to help your team work more efficiently with deal data.

What's New?

From Infinite Scroll to Organized Tabs

Previous Experience:

 

• Single, continuous scrolling page

• All deal information in one long list

• Fixed organization with no customization options

New Experience:

 

• Clean, tab-based navigation

• Organized sections grouped by function

• Customizable layout at the company level

• Streamlined header design
   

Accessing the New Deal Insights Panel

• Click on any deal name to open the Deal Insights Panel

• You'll now see a tab-based interface with organized sections instead of an infinite scroll

Customization Options

Company-Level Customization

Administrators can customize the Deal Insights Panel layout for all users in your company. This ensures a consistent experience across your team while tailoring the interface to your specific workflow.

What You Can Customize:

• Rename Tabs

  • Change tab names to match your company's terminology

  • Make the interface more intuitive for your team

• Create New Tabs

  • Add custom tabs to organize additional information

  • Group related sections according to your workflow

• Add and Remove Sections

  • Add any section to specific tabs

  • Remove any section from specific tabs

• Reorder Sections

• Drag and drop sections within tabs

• Prioritize the most important information for your team

How to Customize:

1. Navigate to Settings > Company Settings

2. Select Manage Deal Insights
   

    

3. Expand any tab to view and modify its sections

4. Make your desired changes:

   • Click the rename icon to change tab names

   • Use drag handles to reorder sections

   • Click "Add New Section" to include additional content

5. Save your changes

AI Features and Access Control

When customizing your layout, you may see certain AI-powered sections that aren't yet enabled for your account, such as:

 

• Deal Summary

• Action Items

• Meeting Deck

• New Deal Post Trackers

• Account Summary

• Key Contact Engagements

• New Contact Tracking

If a feature isn't enabled:

• You'll see a message prompting you to contact your Sales Operations team

• You can choose to hide these sections from the layout to avoid confusion

• Once enabled by your admin, these features will become fully functional
   

Benefits of the New Design

✓ Better Organization - Logical grouping of related information
✓ Faster Navigation - Quick access to specific sections via tabs
✓ Reduced Clutter - Cleaner interface with focused content areas
✓ Scalability - Easily accommodates new AI features and functionality
✓ Customization - Adapt the layout to match your team's workflow
✓ Consistency - Standardized experience across your organization