How to Access Deal Analyzer in Xvantage for Associates

Overview:

This article explains how to access Deal Analyzer in Xvantage for Associates (X4A) and provides a brief overview of the available tabs.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also launch Xvantage for Associates directly from My Apps.

3. In X4A, hover over the left navigation menu and select Finance.

4. Click Deal Analyzer.

5. Once the Deal Analyzer page opens, you can access the following tabs:  

   • Deals – View and manage deal records.

   • Reports – Access available reporting options.

   • Administration – Manage administrative settings and configurations.