Deals Overview
The Deal Dashboard is your command center for managing site opportunities from initial discovery through signed lease. Stop losing promising sites in spreadsheets and email threads—track your entire pipeline in one place with full visibility for all stakeholders.
Accessing the Deal Dashboard
Navigate to Deal Dashboard in the left sidebar under the Manage section. The dashboard displays all deals across your organization, organized by pipeline stage.
Dashboard Views
Toggle between three views using the icons in the top-right corner:
Kanban View
The default view displays deals as cards organized into columns by pipeline stage. This view is ideal for:
Visualizing pipeline health at a glance
Moving deals between stages via drag-and-drop
Quickly scanning deal volume by stage
Pipeline review meetings and status updates
Each column shows the stage name and deal count. Cards display key deal information including location, address, GrowthFactor Score, and status rating.
Table View
Displays all deals in a spreadsheet-style format with sortable columns. This view is ideal for:
Filtering deals by specific criteria
Sorting by score, location, or date
Reviewing detailed information across many deals
Exporting data for external analysis
Filtering: Use stage filters to show only deals in specific pipeline stages.
Columns: Customize which columns display based on what matters most to your workflow.
Map View
Plots all deals geographically on an interactive map. This view is ideal for:
Understanding geographic distribution of your pipeline
Identifying regional clusters of opportunities
Viewing deals alongside existing stores
Spatial analysis of pipeline coverage
Toggle existing store visibility to see deals in context with your current footprint.
Pipeline Stages
Deals progress through customizable stages that reflect your evaluation workflow.
Default Stages
Searched
Sites identified for initial review; not yet actively evaluated
Evaluation
Deals under active analysis and consideration
LOI
Letter of Intent submitted or in negotiation
Signed
Lease signed; deal closed
Disqualified
Sites reviewed and rejected
Stage Behavior
Searched and Disqualified stages can be collapsed or hidden if you don't need them visible, keeping focus on active pipeline stages.
Custom Stages
Your organization can customize pipeline stages to match your actual workflow. Click + New Stage to add stages specific to your process (e.g., "Site Visit Scheduled," "Committee Review," "Lease Negotiation").
Deal Cards
Each deal displays as a card with essential information for quick assessment.
Card Information
Location
City and state
Address
Street address (click to open full site analysis)
Score
GrowthFactor Score (1–100)
Rating
Score category (Excellent, Great, Good, OK, Bad) with color coding
Score Ratings
Cards display color-coded ratings for instant visual assessment:
Excellent
Green
90–100
Great
Blue
80–89
Good
Yellow
70–79
OK
Orange
60–69
Bad
Red
Below 60
Deals without scores display "No score yet" until analysis is completed.
Card Actions
Click on any deal to see further deal details.
Click the ... menu on any card to access additional options:
Edit the Deal
Move to different stage
Delete deal
Moving Deals Through the Pipeline
Drag and Drop (Kanban View)
Click and drag any deal card to move it between stages. Drop the card in the target column to update its status. Changes save automatically.
Stage Selection (All Views)
Open the deal details and select a new stage from the dropdown, or use the card menu to move deals.
Creating Deals
From Quick Search
The most common way to create deals:
Search any address in Quick Search
Click Add Deal + in the results panel
The site is added to your pipeline in the Searched stage
All site analysis data (score, demographics, projections) carries over
This workflow ensures every deal starts with complete site intelligence attached.
From Deal Dashboard
Create deals directly from the dashboard:
Click + New Stage or use the add deal option
Enter the site address
The platform geocodes the address and generates site analysis
Deal appears in your selected stage
Via Deal Dropbox [Review]
External parties (brokers, landlords) can submit sites directly to your pipeline through the Deal Dropbox. Submitted deals are automatically:
Tagged with submission source
Scored by the GrowthFactor AI model
Added to your dashboard for review
See Deal Dropbox for configuration and usage details.
Deal Details
Click any deal card to open the full detail view with comprehensive site information and deal management tools.
Site Intelligence
All Quick Search analysis is accessible within the deal:
GrowthFactor Score and lens breakdown
Sales projections
Demographics
Traffic data
Competitors and complements
Cannibalization analysis
Deal Information
Editable fields specific to the deal:
Stage
Current pipeline stage
Owner
Team member responsible for the deal
Square Footage
Site size (flows into projections)
Notes
Free-form notes about the opportunity
Activity Log
Track everything that happens with a deal:
Stage changes with timestamps
Comments from team members
File uploads
Score updates
The activity log creates an audit trail of deal progression for accountability and historical reference.
Comments
Add comments to discuss deals with your team:
Open deal details
Enter your comment in the activity section
Submit to add it to the deal record
Comments are visible to all team members with dashboard access, enabling asynchronous collaboration.
File Attachments
Attach documents directly to deals:
LOIs and lease drafts
Site plans and floor plans
Photos from site visits
Financial analyses
Broker packages
Unlimited file uploads keep all deal documentation centralized and accessible.
Searching and Filtering
Search Bar
Use the search bar at the top of the dashboard to find deals by:
Address
City
Deal name
Any text in deal records
Results filter in real-time as you type, working across all views.
Stage Filters (Table View)
In Table View, filter to show only deals in specific stages. This helps focus on subsets of your pipeline (e.g., only LOI-stage deals for negotiation review).
Column Customization (Table View)
Choose which columns display in Table View to focus on the metrics that matter for your current task.
Exporting Data
Export your pipeline data for external analysis, reporting, or sharing.
Excel Export
Click the export button to download deals as an Excel file containing:
All deal records with selected fields
Current stage and status
Scores and ratings
Location information
Print (Kanban View)
Print the Kanban view for physical pipeline boards or meeting handouts.
Deals on the Map
Deals integrate with the Quick Search map for spatial context.
Viewing Deals on Maps
In Quick Search, the Deal Stages section in the Layers panel shows your pipeline geographically:
Toggle visibility by stage
See deal counts per stage
View deals alongside existing stores and analysis layers
Shared Maps
When creating Shared Maps, you can include deals to show stakeholders your pipeline in context with site analysis.
Collaboration Features
Deal Ownership
Assign team members as deal owners to clarify responsibility:
Open deal details
Select owner from the dropdown
Save changes
Ownership makes it clear who's driving each opportunity forward.
Team Visibility
All team members with dashboard access see the same pipeline, enabling:
Shared understanding of pipeline status
Collaborative decision-making
Handoffs between team members
Management visibility into deal flow
Activity Tracking
The activity log captures who did what and when:
Stage changes show who moved the deal and when
Comments are attributed to their authors
File uploads track who added documents
This transparency supports accountability and helps new team members get up to speed on deal history.
Best Practices
Create deals early. Add sites to your pipeline as soon as they're worth tracking, even before deep evaluation. The Searched stage exists for early-stage opportunities.
Keep stages updated. Move deals promptly when status changes. An accurate pipeline enables meaningful reporting and prevents balls from dropping.
Use comments for context. Document key observations, concerns, or next steps in comments. Future-you (or a colleague) will appreciate the context.
Attach files consistently. Store all deal-related documents in the deal record, not in email or local folders. Centralized documentation saves time and prevents lost information.
Review the pipeline regularly. Use the Kanban view for weekly or biweekly pipeline reviews. Stale deals in early stages should be moved forward or disqualified.
Leverage scores for prioritization. Sort by GrowthFactor Score to focus energy on the highest-potential opportunities. Don't let weak-scoring deals consume disproportionate attention.
Disqualify decisively. Move rejected sites to Disqualified rather than deleting them. This preserves the record and prevents re-evaluating the same site later.
Related Features
The Deal Dashboard integrates with:
Quick Search: Create deals directly from site analysis
Deal Dropbox: Receive external site submissions
Shared Maps: Include deals in shareable map links
GrowthFactor Score: Automatic scoring for prioritization
Activity Tracking: Detailed deal history and audit trail
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