The Deal Overview gives you a complete picture of all your deals and pipeline activity across your partner deals. To make it easier to focus on the segments that matter most to you, you can use Views — saved combinations of filters that you can reuse anytime.
How to Create a Deal View
Go to your Deal Overview.
Use the filter options at the top (e.g., Deal Stage, Pipeline, Close Date, Owner, Amount, etc. ) to narrow down the deals you want to see.
Once your filters are set, click Create view.
Give your view a clear name (e.g., “High-value Deals”, “Closing This Month”, “My Open Pipeline”).
Choose whether you want to save it as:
Private View – visible only to you.
Shared View – available to everyone on your team.
Click Save.
Your new view will now appear as a tab in the Views section for quick access.
💡 Introw Note: Views work the same way in both the Deal Overview and the Partner Overview. If you want to learn how to create and manage views in the Partner Portal experience, check out this article.
Update an Existing View
You can modify any saved view at any time:
Open the view you want to update.
Adjust the filters to refine which deals are shown (e.g., change the stage, update date ranges, add or remove criteria).
Click Save View to update it.
This updates the existing view with your new filter settings.
Manage Your Views
To organize your saved deal views:
Click the three dots (⋯) next to any view name to:
Rename the view
Duplicate it (create a copy with the same filters)
Delete it if it’s no longer needed
This makes it easy to keep your list of views clean and relevant.