Deal TOP Enterprise Guide

The Enterprise portal is designed for:

• Sales directors who supervise multiple teams
• Sales managers who track overall performance
• Administrators who manage access and data

It is distinct from the Manager dashboard, which is intended for managers of a single team.

• Dashboard — Overview with real-time KPIs
• Teams & Sales reps — Management of all teams and sales reps
• Centralized contacts — Access to all company contacts
• Global pipeline — Consolidated view of the sales pipeline
• Advanced statistics — Performance analysis by period
• Geolocation — Real-time tracking of your field teams
• Stock / Catalog — Shared product catalog management
• Activity log — Complete history of actions

At the top of the dashboard, you'll find the key indicators:

• Number of teams active in your company
• Total sales reps
• Total contacts in the database
• Pipeline value — total amount of deals in progress
• Contacts this month — new contacts this month
• Signed deals — contracts closed this month
• Conversion rate — percentage of prospects converted
• Average basket — average value of signed deals

The dashboard displays your unique company code. This code allows your managers to link their teams to your company. Share it with your team managers so they can register.

Each team is displayed with:

• Manager name and role
• Number of members in the team
• Team KPIs — contacts, signed deals, pipeline
• Member list with their individual statistics

Click on a sales rep to open their detailed profile:

• Information — name, email, team, registration date
• Statistics — contacts, deals, conversion rate
• Pipeline — deal distribution by stage
• Recent activity — latest actions performed

Export your teams and sales reps data as a CSV file to integrate it into your reporting tools. Click the "Export" button at the top of the table.

The contacts view offers powerful search tools:

• Text search — by name, company, email or phone
• Stage filter — Prospect, Qualification, Proposal, Negotiation, Signed, Lost
• Temperature filter — Hot, Warm, Cold
• Sales rep filter — see the contacts of a specific sales rep

The "Unassigned" section lists contacts released by sales reps who have left the company. You can reassign them to another sales rep to avoid losing opportunities.

Export the complete list of contacts in CSV format. The file includes all information: name, company, email, phone, pipeline stage, temperature, assigned sales rep and deal value.

The global pipeline displays the distribution of all deals by stage:

• Prospect — First contacts established
• Qualification — Needs identified
• Proposal — Offer sent
• Negotiation — Discussion in progress
• Signed — Deal closed
• Lost — Opportunity lost

Each stage shows the number of deals and the total value. You can see at a glance where your opportunities are concentrated.

Choose the analysis period that suits you:

• Last 7 days — short-term view
• Last 30 days — monthly view
• Last 90 days — quarterly view
• Last 12 months — annual view
• All — complete history

• Global conversion rate — percentage of prospects that became customers
• Average deal value — average basket per sale
• Total signed — revenue for the period
• Performance by sales rep — ranking and comparison
• Contact trends — evolution of the number of contacts
• Temperature distribution — hot/warm/cold breakdown
• Conversion by stage — pass-through rate between stages

The map displays the real-time position of each sales rep in the field. You can see:

• Current position of each sales rep
• Time of last update of the position
• Name and team of the sales rep

A counter at the top of the map indicates how many members are located and how many are not.

Geolocation is particularly useful for:

• Checking territorial coverage — ensuring that your teams cover assigned areas well
• Coordinating travel — avoiding two sales reps visiting the same area
• Reacting in real time — assigning a nearby prospect to a sales rep already on site

The catalog supports multiple product types:

• Vehicles — make, model, year, mileage, price
• Real estate — property type, surface, location
• Contracts / Insurance — type, duration, conditions
• Tech / Software — licenses, features
• Health / Pharma — references, packaging
• Generic products — any other type of product
• Services — offerings, interventions

To manage your catalog in bulk:

• Import — Download the Excel template, fill it with your products, then import it
• Export — Export your entire catalog as an Excel file to modify or back it up

The catalog is accessible via a REST API to integrate your external tools:

• POST /stock-api — Add items
• GET /stock-api — List items
• PUT /stock-api/{id} — Modify an item
• DELETE /stock-api/{id} — Delete an item

Contact Deal TOP support to obtain your API key and the complete technical documentation.

This section displays your company information:

• Legal name and legal form
• Address of the head office
• Billing contact — email and phone
• Company code — to share with your managers
• Limits — maximum number of managers and members
• Status — activation and creation date

• Admin — Full access: can view, edit, add and delete data
• Reader — Read-only access: can view dashboards and statistics without modifying

The log automatically records:

• Contact created — a new contact has been added
• Contact modified — a card has been updated
• Stage changed — a deal has changed stage in the pipeline
• Deal signed — a contract has been closed

Filter the log to quickly find information:

• By action type — creation, modification, stage change, signing
• By sales rep — see the activity of a specific sales rep
• By date — filter by period

Customize the portal display:

• Theme — Dark or light mode
• Display — Density of tables and charts

Configure the notifications you want to receive:

• New signed deal — alert when a sales rep closes a sale
• New member — notification when a sales rep joins a team
• Reports — receive a weekly summary by email

Manage the security of your account:

• Change password — modify your administrator password
• Data management — export and backup of data