Configuring Deal Summary Pages

Administrators can create comprehensive deal visualization dashboards that display partner pipeline data, lead information, and performance metrics through configurable pages combining summary tiles, filtered lists, banner content, and referral links. The Deal Summary Pages module provides flexible tools for building structured deal visibility interfaces that integrate seamlessly with Deal Registration, Bulk Deal Registration, and Referral Links modules while supporting diverse partner types and organizational reporting requirements.

Deal Summary Page configuration enables administrators to design multi-component dashboard experiences with role-based access controls, date range filtering, and export capabilities that guide partners through deal review workflows while maintaining data security and performance optimization across partner communities.

Requirements

To configure Deal Summary Pages, users must be assigned a security role with the following permissions:

Administrator System Role
Additional Role Settings: Enable Deal Management Access

Accessing Deal Summary Pages

Navigation to Deal Summary Pages Management

In the Setup Home page, navigate to Partner Management → Deal Summary Pages
The Deal Summary Pages list view displays all configured summary pages with columns for Actions, Name, Path, Description, Security, and Modified By
Use the search bar to filter pages by name or path
Click New to create a new Deal Summary Page

Creating New Deal Summary Pages

Initiating Page Creation

Navigate to Setup → Partner Management → Deal Summary Pages
Click New to open the page creation form
The creation form displays with title "Deal Summary Page — New"

Configuring Basic Page Properties

Configure the essential page settings that define how the page functions and appears to partners:

Name (Required):

Enter the name of the Deal Summary Page that will be visible to administrators and may appear in UI elements
Use clear, descriptive names that communicate the page's purpose and audience
Examples: "Distributor Deal Summary", "MSP Pipeline Dashboard", "Referral Partner Deals"

Path (Required):

Enter the unique URL path for the page beginning with /summary/
The system displays a fixed base path /summary/ with an editable path segment field
Use lowercase characters and avoid spaces or special characters (hyphens and underscores are acceptable)
Examples: /summary/distributordealsummary, /summary/mspdashboard, /summary/referral
The system validates path uniqueness on save; duplicate paths generate error messages preventing page creation

Description (Optional):

Enter explanatory text describing the purpose or audience of the summary page
Appears only in administrative interfaces to help administrators understand page purpose
Maximum length: 255 characters

Display and Functionality Options

Display Company-Wide Records:

Checkbox control (enabled/disabled)
When enabled: Partners view all deal records associated with their organization, enabling collaborative partner models where multiple users within a partner company need shared pipeline visibility
When disabled: Partners view only deal records where they are the owner, supporting individual contributor tracking requirements
Default: Disabled (unchecked)
Help text: "When enabled, partners will see all deal records in their organization."

Allow Record Export:

Checkbox control (enabled/disabled)
When enabled: Users can export list records to CSV or Excel format through export buttons on each list
Exports include all records matching list filters, not only visible page results
No row limits apply to exports
Default: Disabled (unchecked)
Help text: "When enabled, allows users to export list records via CSV or Excel."

Enable Keyword Search:

Checkbox control (enabled/disabled)
When enabled: Adds a search bar to the summary page enabling users to filter records across all lists
Search functionality queries fields configured to participate in search at the entity level (configured through Entity Management)
Search applies to both displayed and hidden fields if they are search-enabled in entity configuration
Default: Disabled (unchecked)
Help text: "When enabled, a search function will be added to the summary page."

Summary Tiles:

Dropdown selection field
Options: 2 Tiles, 4 Tiles
Determines how many summary metric tiles appear at the top of the summary page
The system automatically adjusts tile layout based on selection; administrators do not manually position tiles
If an administrator selects 4 Tiles but only configures 2, unconfigured tiles display with minimal aggregation values
Help text: "Select the number of tiles that will be visible on the summary page."

Saving Initial Page Configuration

Click Save to create the basic page structure
The system validates required fields (Name, Path) and path uniqueness before saving
Upon successful save, the page opens in Edit mode enabling access to advanced configuration options including Banner Settings, Summary Tiles, Lists, and Referral Links
Click Cancel to discard changes and return to the Deal Summary Pages list without saving

Editing Existing Deal Summary Pages

Accessing Page Edit Interface

Navigate to Setup → Partner Management → Deal Summary Pages
Click the name of the page you want to edit from the list view
The Edit screen displays with the current page configuration including a live preview of the partner-facing interface

Edit Interface Components

The Edit screen is organized into several functional sections:

Header Area:

Page Title: Displays the current summary page name
Edit Mode Indicator: Shows "Edit" below the title
Preview Button: Opens partner-view preview using current configuration
More Actions Menu (...): Provides access to:
- Page Properties
- Banner Settings
- Referral Links
- Clone
- Share

Banner & Top Controls:

Displayed at the top of the partner-facing layout preview
Shows configured banner heading, subheading, and image
Displays "New Deal Registration" button if enabled in banner settings
Editable through Banner Settings modal

Filters & Search Controls:

Search Bar (if keyword search is enabled)
Record Type Filter dropdown
Date Range Filter with preset options (All Time, Last 30 Days, This Month, Custom)
Start Date / End Date pickers for custom date ranges
Clear Filter and Apply Filters buttons
These controls enable administrators to validate partner-facing data during configuration

Summary Tiles Section:

Displays configured summary tiles at top of content area
Each tile shows label, calculated value, and optional drill-through link icon
Tiles can be edited by clicking on them during configuration
Number of tiles displayed matches Summary Tiles property setting (2 or 4)

List Sections:

Multiple list blocks display below summary tiles
Each list shows title, export options (CSV/Excel), edit button, and delete button during configuration
Lists can be reordered via drag-and-drop
Click + Add a New List to create additional lists

Page Properties Configuration

Accessing Page Properties

From the Edit screen, click the More Actions menu (...)
Select Page Properties
The Page Properties modal opens displaying all foundational page settings

Page Properties Fields

All fields from the initial creation form are available for modification:

Name: Modify the page title (required field)

Path: Update the URL path segment (required field; must remain unique)

Description: Update the administrative description (optional)

Display Company-Wide Records: Toggle organizational vs. owner-only visibility

Enable Keyword Search: Toggle search bar display

Allow Record Export: Toggle export functionality

Summary Tiles: Change tile quantity (note: changing from 4 to 2 does not automatically delete existing tile configurations)

Saving Property Changes

Click Save to apply property changes
The modal closes and the Edit screen refreshes with updated configuration
Click the X or Cancel to close the modal without saving changes

Banner Settings Configuration

Accessing Banner Settings

From the Edit screen, click the More Actions menu (...)
Select Banner Settings
The Banner Settings modal opens displaying visual customization options

Banner Configuration Fields

Banner Image:

Text field with file selector icon (magnifying glass)
Click the magnifying glass icon to open document library file selector
Select an image file from the document library
Recommended image size: 1920x400 pixels for optimal display quality
Supported formats: PNG, JPG, and other standard image formats
If left empty, the system displays a gradient using the portal's theme colors
Help text: "Select a banner image. Preferred image size is 1920x400 pixels."

Banner Heading:

Text field for primary banner text
Displays prominently on the banner in large font
Supports custom label selection for multi-language implementations (click magnifying glass icon to select custom label)
Example: "My Deals Pipeline", "Partner Deal Dashboard"
Help text: "This will appear as the banner heading."

Banner Subheading:

Text field for secondary banner text
Displays beneath the heading in smaller font
Supports custom label selection for multi-language implementations
Use for descriptive text that provides context or guidance
Example: "Review your deals in various stages in sales pipeline"
Help text: "This will appear as the banner description."

Text Color:

Color selector field
Displays color preview circle and hex color value input field
Determines text color for both heading and subheading
Default: Inherits from portal theme settings
Enter hex color values (e.g., #f7f8ff) or use color picker to select visually
Ensure sufficient contrast with banner image background for readability

Display 'New Deal Registration' Button:

Checkbox control (enabled/disabled)
When enabled: Displays a "New Deal Registration" button on the banner
Button behavior:
- If user has access to multiple deal registration forms: Selection interface appears allowing user to choose appropriate form
- If user has access to one deal registration form: Direct navigation to that form occurs
- If user has access to zero deal registration forms: 404 error page displays (recommended to only enable when users have appropriate form access)
- If bulk deal registration is enabled: Button displays with dropdown including "Bulk Deal Registration" option
Default: Disabled (unchecked)

Saving Banner Changes

Click Save to apply banner customization
The modal closes and the Edit screen refreshes displaying updated banner preview
Click the X to close without saving changes

Summary Settings (Tile Configuration)

Accessing Summary Tile Configuration

From the Edit screen, click on an existing tile to edit it, or
If creating new tiles, the system may prompt for tile configuration after initial page save
The Summary Settings modal opens displaying a two-step configuration process

Summary Settings — Step 1: Define Summary Criteria

Summary Label:

Text field (required)
Enter the name of the summary tile
This label appears above the calculated value on the summary page
Supports custom label selection for multi-language implementations
Examples: "Number of Deals", "Average Closed Deal Size", "Total Working", "Total Closed"

Summary Entity:

Dropdown selection field (required)
Select the entity on which the summary calculation will be based
Options: Force__Opportunity, Force__Lead
Once selected, available fields for filtering and aggregation populate from this entity
Changing the entity after configuration clears all filter criteria and field selections

Filter Criteria (Optional):

Multi-row filter definition table
Use filters to limit which records are included in the summary calculation
If no filters are defined, all records within the selected entity are included
Each filter row contains:
- Field: Dropdown of all available fields from the selected entity
- Operator: Dropdown of comparison operators (equals, contains, not equals, greater than, less than, etc.) — available operators vary by field data type
- Value: Text input field for comparison value
- Logic Connector: Displays "AND" between filter rows by default
Click Add Filter to add additional filter rows
Click the delete icon (X) to remove filter rows
Help text: "Using the below filters, you can narrow down the records that will be included in the summary calculation. If no filter is defined, then all records will be included in the summary calculation."

Filter Logic (Optional):

Text input field
Define how multiple filters should interact using Boolean logic
Example: (1 OR 2) AND 3 — applies filter 1 OR filter 2, then applies filter 3 to results
If left blank, the system uses default AND logic between all filters
Example display: (1 OR 2) AND 3

Summary Settings — Step 2: Define Summary Calculation

Summary Operator:

Dropdown selection field (required)
Select the numeric operation the tile will perform
Available options:
- Count: Counts the number of records matching filter criteria
- Sum: Adds values from the selected field across all matching records
- Average: Calculates mean value of the selected field across all matching records
- Min: Identifies the minimum value from the selected field across all matching records
- Max: Identifies the maximum value from the selected field across all matching records
Help text: "Selects the numeric operation for the summary tile's calculation."

Summary Field to Aggregate:

Dropdown selection field
Required when operator is Sum, Average, Min, or Max
Not required when operator is Count (count operations do not require field selection)
Select the numeric field the tile will calculate on
Only numeric fields from the selected entity appear in the dropdown
Examples: Amount, Expected Revenue, Close Date (for date-based min/max)
Help text: "Selects the used field for the summary tile's calculation."

Date Range Filter Field:

Dropdown selection field
Select the date field that will respond to global date range filtering on the summary page
When partners apply date range filters, the summary calculation will be based on this field
Examples: Created On, Close Date, Last Modified Date
If left as "--None--", the tile does not respond to date range filter changes
Help text: "Selects the date field that will be filtered when a date range filter is applied."

Navigating Summary Settings

Click Next to proceed from Step 1 to Step 2
Click Previous to return from Step 2 to Step 1
Click Save & Close to finalize the summary tile configuration
Click X to close the modal without saving

List Settings (List Configuration)

Accessing List Configuration

From the Edit screen, click + Add a New List to create a new list, or
Click the Edit button on an existing list to modify it
The List Settings modal opens displaying a two-step configuration process

List Settings — Step 1: Define List Label, Entity, and Filters

List Label:

Text field (required)
Enter a descriptive name for the list block
This name appears as the list heading on the summary page
Supports custom label selection for multi-language implementations
Examples: "Pending Reseller Deal Registrations", "Active Deals", "Approved Opportunities"

List Entity:

Dropdown selection field (required)
Choose the entity that will provide records for this list
Options: Force__Lead, Force__Opportunity
Each list can display records from only one entity; multiple entities require multiple lists
Once selected, the filter table automatically populates with available fields for that entity
Changing the entity after configuration clears all filter criteria and displayed field selections

Filter Criteria (Optional):

Multi-row filter definition table (identical structure to Summary Settings filters)
Use filters to restrict which records appear in the list
If no filters are defined, all records of the selected entity are included
Each filter row contains:
- Field: Dropdown of entity-specific fields
- Operator: Dropdown of comparison operators matching field data type
- Value: Text input for comparison value
- Logic Connector: Displays "AND" between rows
Click Add Filter to add rows
Click delete icon to remove rows
Help text: "Using the below filters, you can narrow down the records that will be included in the summary calculation. If no filter is defined, then all records will be included in the summary calculation."

Filter Logic (Optional):

Text input field for Boolean logic expressions
Example: (1 OR 2) AND 3
If left blank, system applies AND logic between all filters
Example display: (1 OR 2) AND 3

List Settings — Step 2: Configure Display, Sorting, and Date Behavior

Displayed Fields:

Dual picklist interface for column selection
Left side: Available Fields — shows all fields from the selected entity
Right side: Displayed Fields — shows fields that will appear as columns in the list table
Controls:
- Arrow buttons (→ and ←) to add or remove fields
- Top: Moves selected field to first position
- Up: Moves selected field up one position
- Down: Moves selected field down one position
- Bottom: Moves selected field to last position
Field order in the Displayed Fields list determines column order in the partner-facing table
At least one field must be selected to save the list configuration

Field to Order:

Dropdown selection field (required)
Determines which field is used to sort records in the list
Select from any field in the entity (not limited to displayed fields)
Examples: Created On, Close Date, Amount, Company Name
Help text: "Selects the field that will be used for ordering records."

List Sorting Direction:

Dropdown selection field (required)
Options:
- Ascending: Sorts A-Z, 0-9, oldest to newest for dates
- Descending: Sorts Z-A, 9-0, newest to oldest for dates
Applies to the field specified in "Field to Order"

Date Range Filter Field:

Dropdown selection field (optional)
Select which date field responds to the global date range filter on the summary page
When partners apply date filters, the list will filter records based on this field
If left as "--None--", the list does not respond to date range filter changes
Examples: Created On, Close Date, Last Modified Date
Help text: "Selects the date field that will be filtered when a date range filter is applied."

Navigating List Settings

Click Next to proceed from Step 1 to Step 2
Click Previous to return from Step 2 to Step 1
Click Save & Close to finalize the list configuration
Click X to close the modal without saving

Managing Existing Lists

From the Edit screen, each list displays with management controls:

Export dropdown: Shows export format options (CSV format, Excel format) when "Allow Record Export" is enabled
Delete button: Removes the list from the page (requires confirmation)
Edit button: Opens List Settings modal for modification
Drag handle: Enables drag-and-drop reordering of lists on the page

Referral Links Configuration

Accessing Referral Links

From the Edit screen, click the More Actions menu (...)
Select Referral Links
The Referral Links modal opens displaying currently assigned referral links

Referral Links Interface

The Referral Links modal displays:

Title column: Shows the name of each assigned referral link
Description column: Shows optional description text for each link
No records to display message: Appears when no referral links are currently assigned
Notice: "Referral links will only be visible to partners with read permissions to document folders." (Note: This notice text may not accurately reflect actual referral link behavior; referral link visibility is controlled through Referral Links module configuration, not document folder permissions)

Adding or Removing Referral Links

Click Add/Remove Links in the Referral Links modal
A selection interface appears displaying all referral links configured in the Referral Links and Attribution module
Each link displays with Title, Description, and Last Modified Date
Use the search bar to filter available links by keyword
Select or deselect checkboxes next to each link to add or remove them from the summary page
Selected links can be reordered via drag-and-drop to prioritize display order
Click Save & Close to apply changes

Referral Link Display Behavior

When referral links are added to a Deal Summary Page:

A "Get a Referral Link" button appears on the banner alongside the "New Deal Registration" button (if enabled)
When partners click "Get a Referral Link", a dropdown displays all configured referral links in the order specified during configuration
Partners can select the appropriate referral link for their use case
Referral link functionality and tracking are managed through the Referral Links and Attribution module

Cloning Deal Summary Pages

Accessing Clone Functionality

Navigate to Setup → Partner Management → Deal Summary Pages
Click the name of the page you want to clone
From the Edit screen, click the More Actions menu (...)
Select Clone

Clone Configuration Process

The system opens a new page creation form identical to the "New Deal Summary Page" interface
All fields are pre-populated based on the source page:
- Name: Original name appended with " – Clone"
- Path: Copied from original (must be changed to unique value before saving)
- Description: Copied from original
- Display Company-Wide Records: Copied from original
- Allow Record Export: Copied from original
- Enable Keyword Search: Copied from original
- Summary Tiles: Copied from original
All summary tile configurations and list configurations are duplicated
Sharing permissions are NOT copied; cloned pages begin with no role assignments

Finalizing Clone

Modify the Name to reflect the purpose of the cloned page
Update the Path to a unique value (required)
Adjust any other properties as needed
Click Save to create the cloned page
Configure sharing permissions through the Share option

Sharing Deal Summary Pages

Accessing Share Functionality

Navigate to Setup → Partner Management → Deal Summary Pages
Click the name of the page you want to share
From the Edit screen, click the More Actions menu (...)
Select Share

Share Configuration Interface

The Share modal displays:

Owner: Shows the page creator with "Owner" designation (cannot be removed)
Assigned Roles: Lists all security roles currently granted access with their permission level
Add Roles... search field: Type to search for and add new security roles
Permission dropdown: Shows "View" permission for each assigned role (only available permission level for Deal Summary Pages)
Delete button (trash icon): Removes role access

Adding Role Access

In the "Add Roles..." field, begin typing the name of a security role
Select the role from the dropdown when it appears
The role is added to the list with "View" permission automatically assigned
Repeat for additional roles
Examples of roles: Channel Partners, Referral Partners, Partner Operations, Distributors, MSPs

Removing Role Access

Click the trash icon next to the role you want to remove
The role is immediately removed from the access list
Users with that role will no longer be able to access the Deal Summary Page

Finalizing Sharing

Click Done to save sharing configuration
The modal closes and sharing settings take effect immediately
Users assigned to selected roles can now access the Deal Summary Page through their portal navigation

Preview Functionality

Accessing Preview

From the Edit screen, click the Preview button in the header area
A user selection interface appears

Preview User Selection

Search for a specific user by typing their name in the search field
Only users whose security roles have been granted access through Share appear in the search results
Click the user you want to preview as
The summary page opens in a new browser tab

Preview Display Behavior

Preview displays live data from the selected user's perspective
All filters, tile calculations, and list contents reflect the user's actual data access and record ownership
Date range filters, keyword search, and export functionality operate as they would for the actual user
Preview enables validation of:
- Filter accuracy and record visibility
- Tile calculation correctness
- List column display and sorting
- Banner appearance and button functionality
- Referral link access (if configured)

Deleting Deal Summary Pages

Accessing Delete Functionality

Navigate to Setup → Partner Management → Deal Summary Pages
In the Actions column, click the dropdown for the page you want to delete
Select Delete

Delete Confirmation

A confirmation dialog appears warning that deletion is permanent
Deleting a summary page permanently removes:
- All page configuration including properties and settings
- All summary tile configurations
- All list configurations
- Sharing permissions
Click Confirm to permanently delete the page
Click Cancel to abort deletion

Best Practices and Recommendations

Configuration Validation

Always use Preview functionality to validate page configuration from actual partner perspectives before broad deployment
Test filter criteria with known data sets to ensure expected records appear in lists and contribute to tile calculations
Verify date range filter behavior applies correctly to both tiles and lists
Confirm export functionality returns complete filtered record sets when enabled

Performance Optimization

Limit list quantity per page (3-5 lists maximum recommended) to maintain loading performance
Balance filter complexity with performance requirements; highly complex Boolean logic can slow query execution
Select only essential fields for Displayed Fields to reduce data transfer and improve rendering speed
Consider creating multiple focused pages rather than single comprehensive pages with excessive lists

User Experience Design

Use clear, partner-facing language for all labels avoiding technical jargon or internal terminology
Configure banner content that provides context and motivates partner engagement
Enable "New Deal Registration" button only when partners have appropriate form access to avoid error experiences
Add referral links only when relevant to the specific partner audience accessing the page
Ensure all configured tiles contain meaningful calculations; unconfigured tiles create poor user experience

Ongoing Maintenance

Review filter accuracy periodically as deal data and business processes evolve
Monitor partner feedback about missing metrics, confusing filters, or desired additional functionality
Update sharing permissions as role structures change to ensure continued appropriate access
Adjust page configurations when partner programs change or new deal stages are introduced

Deal Summary Pages configuration provides comprehensive tools for creating tailored deal visibility dashboards that support partner engagement, pipeline management, and channel oversight through flexible, role-based, and performance-optimized interfaces across your partner ecosystem.

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