About Deal Summary Pages
The Deal Summary Pages module enables administrators to create comprehensive, customizable dashboard experiences that display partner deal pipelines and performance insights. This powerful visualization and reporting system allows organizations to structure deal visibility into filtered lists, summary metrics, and interactive components that provide partners and internal teams with real-time access to opportunity data, lead information, and sales performance tracking with role-based access controls and flexible configuration options.
Deal Summary Pages transform traditional static deal reporting into dynamic, interactive experiences that adapt to different partner types and organizational needs while providing detailed filtering capabilities and export functionality across partner communities.
Core Functionality
Page Architecture and Structure
Dashboard-Based Organization: Deal Summary Pages are structured as standalone dashboard experiences that combine multiple components including summary tiles, filtered lists, banner content, and referral links. Each page serves as a complete deal visibility interface tailored to specific partner segments or internal teams.
Flexible Component Types: Summary pages encompass a comprehensive range of visualization elements including numeric summary tiles (counts, averages, sums), filtered record lists from Leads or Opportunities, customizable banners with calls-to-action, and integrated referral link access. This diversity enables pages to support different deal review workflows and organizational reporting requirements.
URL-Based Access: Each Deal Summary Page is accessible through a unique URL path beginning with /summary/, enabling direct navigation, menu integration, and embedding within engagement pages or portal navigation tabs.
Data Visualization and Metrics
Summary Tiles: Configurable metric tiles display high-level deal performance indicators at the top of each page. Administrators can configure 2 or 4 tiles per page, with each tile performing aggregate calculations (Sum, Average, Min, Max, Count) against Lead or Opportunity data based on custom filter criteria and date range selections.
Filtered Record Lists: Multiple list components can be added to each page, with each list displaying a filtered subset of Lead or Opportunity records. Lists support column configuration, sorting, pagination, and export capabilities, enabling partners to review and analyze deal data that matches their specific workflow requirements.
Date Range Filtering: Global date range filters apply across all tiles and lists on a page, enabling partners to view metrics and records for specific time periods including preset ranges (Last 30 Days, This Month, All Time) or custom date selections.
Access Control and Visibility
Role-Based Sharing: Deal Summary Pages integrate with Magentrix security role permissions to ensure appropriate access control. Administrators share pages with specific Employee or Partner security roles, restricting visibility to only those user communities that should access the dashboard experience.
Company-Wide vs. Owner-Only Records: Each page can be configured to display either all deal records belonging to a partner's organization (company-wide visibility) or only records owned by the individual user. This flexibility supports both collaborative partner models and individual contributor tracking requirements.
Private, Limited Access, and Security States: Pages can remain private (accessible only to the creator), be shared with limited roles (Limited Access), or configured for specific role-based access patterns. The security model ensures deal data visibility aligns with organizational access policies.
Configuration Capabilities
Page Properties and Settings
Basic Page Configuration: Administrators define page names, URL paths, descriptions, and fundamental display settings including keyword search enablement, record export permissions, and company-wide record visibility options.
Banner Customization: Each page includes a customizable banner section supporting image uploads, heading and subheading text, text color configuration, and optional "New Deal Registration" button display that integrates with deal registration form assignments.
Summary Tile Configuration: Tile creation involves selecting the data entity (Lead or Opportunity), defining filter criteria with custom logic, choosing the aggregation operator (Sum, Average, Min, Max, Count), selecting the field to aggregate, and configuring date range filter behavior.
List Configuration: List creation follows a two-step process including entity selection, filter criteria definition, displayed field selection with ordering controls, sort field and direction configuration, and date range filter field assignment.
Management and Maintenance
Cloning Functionality: Existing Deal Summary Pages can be cloned to create new pages based on proven configurations. Cloning duplicates all page properties, summary tiles, and list configurations while requiring new name, path, and sharing permission configuration for the cloned page.
Preview Capabilities: Administrators can preview Deal Summary Pages from the perspective of any specific user whose role has been granted access. Preview displays live data based on that user's permissions, enabling validation of filters, visibility rules, and user experience before broad deployment.
Edit and Modification: All page components can be modified after creation, including page properties, banner settings, summary tiles, and lists. Lists and tiles can be reordered through drag-and-drop interfaces, edited through their respective configuration modals, or deleted when no longer needed.
Integration Features
Deal Registration Integration
New Deal Registration Button: When enabled in banner settings, the "New Deal Registration" button provides partners with direct access to deal registration forms. If a partner has access to multiple forms, a selection interface appears; if only one form is assigned, direct navigation occurs to that form.
Bulk Deal Registration Integration: When bulk deal registration is enabled, the "New Deal Registration" button includes a dropdown option for CSV-based bulk upload, supporting high-volume deal submission workflows directly from the summary page interface.
Referral Links and Attribution
Referral Link Integration: Deal Summary Pages can include referral links configured in the Referral Links and Attribution module. When referral links are added to a page, a "Get a Referral Link" button appears on the banner, providing partners with dropdown access to all configured referral options.
Link Ordering and Management: Referral links can be reordered through drag-and-drop during configuration, enabling administrators to prioritize the most relevant referral options based on partner program requirements.
Security and Access Control
Permission-Based Functionality: Deal Summary Pages respect underlying entity permissions and sharing configurations, ensuring partners can only view records and perform actions they have appropriate access to within the broader portal ecosystem.
Role-Based Visibility: Page access integrates with Magentrix security role structure, with sharing permissions controlling which partner and employee roles can view each configured summary page.
Deal Management Module Requirement: Deal Summary Pages are only available in Partner Portal configurations with the Deal Management module enabled. Customer Portal implementations do not include Deal Summary Page functionality.
Common Use Cases
Partner Deal Pipeline Management
Segment-Specific Dashboards: Different partner types (resellers, distributors, referral partners, MSPs) receive customized Deal Summary Pages displaying metrics, lists, and filters relevant to their specific program requirements and deal submission workflows.
Deal Stage Visibility: Partners access filtered lists showing deals at various stages (Pending Registration, In Review, Approved, Rejected) with stage-specific metrics enabling proactive pipeline management and deal progression tracking.
Channel Manager Oversight
Internal Team Dashboards: Channel managers and partner operations teams use Deal Summary Pages configured with company-wide visibility to monitor partner deal activity, review submission patterns, and identify partners requiring additional support or engagement.
Performance Tracking: Internal teams track aggregate metrics across partner communities, identifying high-performing partners, emerging deal trends, and opportunity distribution patterns that inform program strategy.
Sales Cycle Acceleration
Quick Access to Deal Registration: The integrated "New Deal Registration" button reduces friction in deal submission workflows, enabling partners to register opportunities immediately after reviewing their current pipeline without navigating away from their dashboard.
Referral Link Access: Combined deal pipeline visibility and referral link access in a single interface supports partners who both register deals and drive referral traffic, streamlining multi-faceted partner activities.
Best Practices and Recommendations
Page Design and Organization
Focused List Configuration: Limit the number of lists per page to maintain performance and user experience. Excessive lists with complex filters can slow page loading and create overwhelming interfaces that reduce dashboard effectiveness.
Meaningful Filter Criteria: Configure list and tile filters that align with actual business workflows and decision-making processes. Filters should enable partners to quickly identify deals requiring action, review performance against goals, or prepare for upcoming activities.
Clear Naming Conventions: Use descriptive page names and list labels that clearly communicate the purpose and content of each component. Avoid technical jargon; focus on partner-facing language that resonates with their daily workflows.
Tile and Metric Selection
Relevant Performance Indicators: Select summary tiles that provide actionable insights rather than vanity metrics. Focus on indicators that drive partner behavior (deals pending action, approaching due dates, qualification metrics) rather than purely historical data.
Balanced Tile Configuration: When selecting 4 tiles, ensure all tiles are configured with meaningful metrics. Unconfigured tiles display with minimal value and create visual inconsistency in the dashboard interface.
Access and Sharing Strategy
Role-Based Page Variants: Create separate Deal Summary Pages for different partner tiers rather than attempting to create universal dashboards. Tailored experiences increase relevance and reduce confusion from inapplicable metrics or lists.
Preview Before Deployment: Always use the preview functionality to validate page appearance and data visibility from actual partner perspectives before sharing pages broadly. This testing identifies filter issues, permission problems, and user experience gaps.
Iterative Refinement: Deploy initial Deal Summary Pages to small partner groups, gather feedback, and refine configurations before scaling to entire partner communities. User feedback reveals usability issues and missing functionality that administrators may not anticipate.
Performance Optimization
Filter Complexity Management: Balance filter sophistication with performance requirements. Highly complex filter logic with numerous conditions can slow query performance, particularly for partners with large deal volumes.
Export Considerations: When enabling record export, communicate to partners that exports include all records matching filters, not only visible page results. This prevents confusion and supports partners who need complete data extracts for external analysis.
Integration Utilization
Deal Registration Button Placement: Only enable the "New Deal Registration" button when partners have appropriate deal registration forms assigned. Partners clicking the button without form access encounter error pages, creating negative user experiences.
Referral Link Relevance: Only add referral links to Deal Summary Pages when the referral workflow is relevant to the partners accessing that specific page. Irrelevant referral options create interface clutter without supporting actual partner activities.
Implementation and Management
Initial Configuration
Module Enablement: Ensure the Deal Management module is enabled in Company Preferences and that appropriate administrator users have "Enable Deal Management Access" configured in their security role Additional Settings before attempting to create Deal Summary Pages.
Entity Field Review: Review available fields in Force__Lead and Force__Opportunity entities through Entity Management before configuring lists and tiles. Understanding available fields and their data types prevents configuration errors and ensures meaningful column selection.
Pilot Testing
Small Group Deployment: Share initial Deal Summary Pages with small partner groups or internal teams before broad deployment. Pilot testing reveals usability issues, identifies missing metrics, and validates filter accuracy with real-world data.
Preview Validation: Use the preview functionality extensively during testing, viewing pages from multiple user perspectives to ensure filters, permissions, and visibility rules function as intended across different partner scenarios.
Regular Review
Usage Monitoring: Track which Deal Summary Pages receive the most partner engagement and which remain underutilized. This data informs decisions about page retirement, redesign, or promotion to increase adoption.
Filter Accuracy: Periodically review list filters to ensure they continue returning relevant records as deal data and business processes evolve. Outdated filters reduce page value and create partner confusion when expected deals don't appear.
Maintenance Planning
Adaptation to Business Changes: Plan for Deal Summary Page updates when partner programs change, new deal stages are introduced, or reporting requirements evolve. Regular maintenance ensures pages remain aligned with current business processes.
Permission Audits: Periodically review sharing settings to ensure Deal Summary Pages remain accessible to appropriate partner roles as role structures and organizational hierarchies change over time.
The Deal Summary Pages module provides essential deal visibility and pipeline management capabilities that support partner engagement, channel manager oversight, and sales cycle acceleration through structured, role-based, and configurable dashboard experiences across your partner ecosystem.
Deal Summary Pages Checklist >>