Summary:
Deal Analyzer, a portal within Xvantage for Associates (X4A), empowers associates with real-time insights into both long‑term and high‑value deals. By providing streamlined, centralized access to critical deal information, it supports faster decision‑making, effective risk analysis, and improved revenue optimization—all within a single, cohesive platform. This FAQ article provides an overview of its dashboard and basic navigation.
Table of Contents:
How to access Deal Analyzer via Xvantage for Associates, and CRM?
What essential details can users quickly view on the Deal Analyzer dashboard?
Can I customize my view on the Deal Analyzer dashboard?
Can I export reports from the Deal Analyzer dashboard?
Why does it seem that report export function is not working?
How can I access and navigate exported reports?
Question #1: How to access Deal Analyzer via Xvantage for Associates and CRM?
Answer: Deal Analyzer can be accessed two ways:
clicking on the Deal Link within a quote in CRM
X4A > Finance > Deal Analyzer
If accessed via the Deal Link in CRM:
You will be taken directly into the deal. All information available in CRM will be viewable here. Only the start date is editable.
Question #2: What essential details can users quickly view on the Deal Analyzer dashboard?
Answer: The Deal Analyzer portal allows users to view all submitted deals and details such as Ingram Micro quote number, customer name and number, deal type, quote dates, and expiration dates.
Question #3: Can I customize my view on the Deal Analyzer dashboard?
Answer: Yes, use the Filters function to view your own deals, deals by status or deals by user, vendor, entity, or revenue recognition timing, customizing and exporting data. Also, you may click on the Show/Hide Dashboard Columns button, you can configure which data columns you'd like to view or hide.
Question #4: Can I export reports from the Deal Analyzer dashboard?
Answer: Yes, the Export button is available on the upper right corner of the screen. To view your download history, click Go to Download in the pop-up that appears after you select Export.
Question #5: Why does it seem that report export function is not working?
Answer: Because these files can be large, there may be a short wait before the file path appears. When it’s ready, click Download to access your file.
Question #6: How can I access and navigate exported reports?
Answer: Click the Reports tab. First, the Exposure Reports page. This gives users visibility to see the exposure report for each country, and can be filtered by domestic group code, global group code, customer, and year. This is mainly used by the credit team, but it's available for all associates to view. Every Monday, this report is sent to Ingram sales associates who created Deal Analyzer opportunities, as well as their L1 and L2 managers. At the end of each fiscal month, the report is also sent to the country’s CFE.
Next, Aging reports. It stores reports for each country, and you can filter this by domestic group code, global group code, customer, and year. This is mainly used by the credit team, but it's available for all associates to view.