[Beta] Export opportunity one-pager for reporting purpose

Quickly export a one-page report from opportunities, designed for easy review during triage meetings and seamless sharing with stakeholders. 

Beta feature:
This feature is only available in beta mode for the current time. Please contact your CSM at Inpart if you wish to enable the beta mode on your Deal platform and try the one-pager export feature.

Overview

Plan availability:
Essential: one default template available
Advanced: custom templates available

Required user role:
Manager

The one-pager extracts and displays on one slide all the important information recorded on the opportunity page in Deal, to review the opportunity during triage meetings with your team.

Export one-pagers

You have two options to export one-pagers:

• Export a list of one-pagers, from a list of opportunities.
• Export a single one-pager, from the opportunity page.

To export a list of one-pagers, go to the list of opportunities, apply filters if needed, and click Export at the top of the list.

To export a single one-pager, go to the opportunity page, click the more options menu at the top right corner of the page, and select Export.

An Export opportunities popup will appear. 

For Essential Deal plan users

For the Essential Deal plan users, one default template is available. Select the template and click Confirm.

The export will start in the background and you will be notified once it's complete. The file will be saved in your computer's downloads.

For Advanced Deal plan users

For the Advanced Deal plan users, several templates might be available depending on how your platform was configured. The last used template is pre-selected by default in the export popup. If none was used, the last created one will be pre-selected. Select the template of your choice and click Confirm.

The export will start in the background and you will be notified once it's complete. The file will be saved in your computer's downloads.

Customize one-pager templates

Plan availability: Advanced

Advanced Deal plan users have access to multiple customized templates to fit their different opportunity types. These templates are created by Inpart.

Please contact your CSM at Inpart to initiate the creation of your customized templates.