Who can use this feature?
- All roles with access level "standard" or higher
- Available to beta participants
Revenue Intelligence | My Deals is a guided workspace to manage the deals you own (or your team's) and understand how those deals impact the forecast. Use guided, time-based reviews to assess deal health, identify risk, and keep deal updates consistent.
Understand deal ownership
Admins can define the deal owner (per pipeline) in Revenue Intelligence settings. Once set, the My Deals view provides a different experience, depending on your Catalyst user profile.
- Admins (all roles with access level "high") see a consolidated view of all deals across their teams.
- Non-admins (all roles with access level "standard" or lower) see only the deals where they are defined as the deal owner.
Customize the view
Use any of the following options to control which deals appear in the view.
Toggle pipelines
A pipeline is a defined set of deals configured by your admin in Revenue Intelligence settings. If more than one pipeline is available, use the pipeline toggle to switch between pipelines and control which group of deals are included.
Toggle time periods
Admins can define the starting month of the fiscal year in Revenue Intelligence settings. Once configured, Catalyst provides quick filters for switching between time periods, including:
- Current quarter (e.g., FY26 Q4)
- Current fiscal year (e.g., FY26)
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Other: Select another time period by one of the following breakdowns:
- Previous fiscal year (e.g., February 1 - January 31)
- Quarters (e.g., February 1 - April 30)
- Halves (e.g., February 1 - July 31)
Apply custom filters with advanced logic
Use advanced filter logic to set custom conditions for which deals are included.
Run a deal review
Admins can define deal review cadence per quarter Revenue Intelligence settings. If configured, you'll see a "Needs Review" tab in your view according to the cadence selected (every 7, 14, 30 days).
If no frequency is specified in Revenue Intelligence settings, there won't be a "Needs Review" tab visible.
Starting a deal review workflow helps you keep forecasts accurate by ensuring regular updates. Changes roll up automatically into the Forecast and relevant Pipeline Overview views, providing real-time visibility to managers and leaders.
- From within Revenue Intelligence, open the My Deals view.
- Customize the view to control which deals you want to analyze.
- From the list of deals, click the tab for the deals you want to review (i.e., Needs Review | Closing Soon | Overdue | Closed | All Open Deals).
- Click Run Deal Review to launch the guided workflow.
A mini-form appears with details for the first deal to review. - For each deal, examine key information such as:
- Overview: Account health, close likelihood, days until close, last reviewed
- Value: Goals and progress for the account associated with the deal
- Objects: Related contacts, tasks, notes, calls, emails associated with the deal
- Reports: Custom visualizations associated with the deal
- Update forecast essentials:
- Next step: Enter details about your planned action items related to this deal.
- Amount: Enter an updated deal value (if different).
- Optionally add comments for context or to communicate with your manager. (Any changes to next steps and amount are automatically logged as comments.)
- Click Mark Reviewed & Next to review the next deal in the list.
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After completing all deals (or exiting mid-review), access the full Review Summary to see:
- Which deals were updated
- Changes made
- Impact on the forecast
- Add additional comments to explain your changes and plan out next steps