Deal Summary Report

This functionality is specifically for SRI

To download the Deal Pipeline Summary in Word, follow the below steps:

1. Click on the Report and Analytics in the main menu.

2. You can access it from the dashboard by clicking Deal Summary Report in the Deal panel or from the Deal drop-down menu in the vertical bar.

3. The Deal Word Report window is displayed. Choose the deal from the drop-down list. Click on Download Report button. The report will download in Word format.