The "All Deals" page is one of the most important page in Diffly. It allows you to perform 2 major actions:
Make a specific feedback request
Track the progress of all of your feedback requests
What you should know before using this page
Filtering
At the top of the page, you’ll find filters that make it easier for you to get access to the right analysis.
You can filter on any CRM fields that you would like. Most common are the following:
Close date
Amount
Deal owner
Feedback publish date
Deal stage
Visual example
Visual example
Use case
The "Use case" column gives you for which use case we collected the feedback. 3 deal use cases are possible depending on your program with Diffly:
New business: collect feedback when a new deal is won or lost
Satisfaction: collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers"
Churn & Renewal: collect feedback when a customer is renewed or churned and help you understand how to do better
Share or export
You can export this page through PDF or Excel and share the level of progress of your win-loss analysis programs
Visual example
Visual example
Make a specific feedback request
How "All deals" and "Feedback campaigns" page coexist
You can request feedback:
Through automatic campaign (that you create through the "Feedback campaigns" page)
Through one-shot campaign (that you create through the "Feedback campaigns" page)
Once you have created your one-shot campaigns, it's time to select deals for which you want to request feedback. You do it directly from the "All deals" page.
How to request feedback
To request feedback for selected deals, select the checkboxes at the left side of deal names and click on "Request feedback for selected deals".
You’ll be asked to choose:
The use cases ("New business" or "Churn & Renewal" or "Satisfaction")
The channels ("Buyer" or "Internal")
The right campaign (that you pre-created in the "Feedback campaigns" page)
Track the progress of all of your feedback requests
For each deal, you will see three icons:
🎧 Headset = Buyer Interview
📄 Sheet of Paper = Buyer Survey
👥 People Icon = Sales or CSM Survey
Associated to these icons, you will find information about the feedback status:
"Not requested": no feedback has been requested on this deal
"On going": a feedback has been requested and is in progress
"No feedback received": a feedback has been requested but we didn't manage to collect it
"Scheduled": an interview is scheduled and will be released soon
"Done": a feedback has been collected
Here’s how to interpret the icons:
If there’s a number next to an icon (e.g., 1), it means you have 1 or more feedback responses collected.
A red cross indicates that no feedback has been received for that deal.
If the icon is blue, it means the feedback collection process is still ongoing.
If the icon is grey, it means that there is no feedback request on this deal.
These changes will help you quickly assess the status of your data collection, ensuring you stay on top of your feedback efforts.
