How to Access Deal Analyzer in CRM

Overview:

Deal Analyzer is an external application that supports the management and governance of Multi-Period Deals (MPDs). It provides associates with a centralized and compliant process for managing multi-year and recurring revenue opportunities, helping streamline approvals, improve accuracy, and reduce manual effort.

By integrating Deal Analyzer into the Quote-to-Order process, associates can:

Manage MPD-related information from a single location.
Improve compliance with internal and external audit requirements.
Reduce manual tracking and administrative tasks.
Accelerate quote reviews and approval workflows.
Gain better visibility into contract, billing, and profitability details.

Important: Deal Analyzer is used specifically for multi-period deals (non-XVS subscriptions) and large deal management. It is not used for vendor deals, XVS quotes, or BID approval processes.

Process:

Go to My Apps and open Okta.
In Okta, search for X4A and open it.
- Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
By default, it lands on My Project Service Quotes view. From the view selector, choose All Quotes to display all available quotes.
Locate the required quote using:
- Filter By, or
- Filter by Keyword
Select the quote name to open the quote record.
Open the Deal Analyzer tab.
Review or update the available details, including:
- MYD Details
- Billing Details
- Vendor Information
Use Deal Analyzer to access additional information, such as:
- Subscription and contract details
- Automated revenue schedules
- Profitability calculations
- Compliance and audit tracking information
- Billing timelines
- Approval history