See the Full Picture: Manager Access in My Deals

The days of tracking down your reps' updates are over. Manager access in My Deals provides you with real-time visibility into your reps’ deals, forecast changes, and rep activity — all in one place.

Managers can now head to My Deals and see exactly what their direct reports are working on: 

• How their deals are tracking
• How they’re updating
• How they’re impacting the forecast

Use Deal Owners' quick filter to drill into a single rep or view multiple reps at once, however you want to slice it.

  Getting Started: Here’s How to Set It Up

Step 1: Configure your team in Settings

Head to the Users tab in Catalyst Settings. You’ll notice a new column titled Managed By.

Press on the team member you'd like to add the manager to. The display will offer an optional Managed By field where you can select the manager for the related rep!

Step 2: Head to My Deals

Once the Managed By column is filled in, managers will automatically see all of their direct reports’ deals in My Deals — constantly updating in real time.

A couple of things to note:

∙ Managers who also carry their own deals will see both their deals and their reps’ deals.

∙ Quick filters make it easy to toggle between individual reps or view the full team at once.

If you’d like help getting started or want to align the module to your current forecasting process, we’re happy to walk through a setup with you. Explore the detailed walkthrough video as well, at any point in time. Not a member yet? Here's how to create a community profile.