Stage progression
Move deals through standardized pipeline stages with a visual stage tracker on create, edit and detail views.
Register→
Validate→
Discover→
Budget→
Commercial→
Won→
Lost
Pipeline Management
One Deal, one workspace for your channel pipeline
Replace separate leads, opportunities and POV requests with a unified deal record that vendors and partners manage together, from registration through Won or Lost.
Partners submit deals they are working on. Vendors assign, approve and collaborate on partner-sourced pipeline in the same workspace. Approvals, POV, products, team context and analytics stay linked on one record so sales, alliances and partners always see the same stage and status.
Deal registrationBuilt-in approvalsPOV managementPipeline analytics
Unified workspace
One record replaces leads, opportunities and POV
Deals bring registration, stage progression, vendor approval and Proof of Value into a single workspace with no switching between modules.
Partner Submit Deal
Partners register opportunities they are pursuing; vendors see them in Incoming.
Vendor Assign Deal
Vendors create deals for one or more partners with full product and team context.
POV on the deal
Request, extend and complete Proof of Value with files attached to the same record.
Pipeline stages
Register → Validate → Discover → Budget → Commercial → Won/Lost
Every deal sits in exactly one stage. Required fields are enforced as deals advance: account and contact for Validate+, contract dates for Won, lost reason for Lost.
Approvals & POV
Approvals built in · POV managed on the deal
Vendor approval workflow
Partner-submitted deals enter Pending Approval until a designated approver accepts or rejects. Vendor-origin deals can be Pre-Approved automatically.
Pending
Awaiting approver decision
Pre Approved
Auto-approved vendor-origin deals
Approved
Human approver accepted
Rejected
Revise or reactivate to continue
Expired
Approval timed out; reactivate to resume
Proof of Value (POV)
Schedule evaluation periods, attach files, extend timelines and mark POV complete, all without a separate POV module.
Request & extend POV
Set start and end dates; extend with documented reasons.
POV file uploads
Attach evaluation collateral directly to the deal.
POV effectiveness analytics
Dashboard widget tracks won, lost and active POV outcomes.
Analytics
Pipeline analytics at a glance
The Deals dashboard surfaces total deals, win rate, stage distribution, deal value, partner classification, aging and POV effectiveness.
Dashboard widgets
Overview metrics, deals by week, stage breakdown, deal value by stage and partner-level performance, the same views your team uses in the product.
Deals by Week
New deals created over time.
Jun 15 – Jun 21
Created deals : 1
List & detail
Table and card views · full deal context
Filter by stage pills, approval status and tags. Open any deal for products, partner network, timeline, ChannlNotes and approval history.
Organized deal queues
Tabs for Dashboard, All, Incoming (vendor), Draft, Expired and Unassigned keep every team focused on the deals that need action.
DashboardAllIncomingDraftExpiredUnassigned
Collaboration on every deal
Owner, approver, collaborators and tags keep teams aligned. ChannlNotes, timeline and calendar events provide full audit context.
Timeline & approval history
Stage changes, approvals, POV events and edits in one audit log.
ChannlNotes
Notes and threaded comments without leaving the deal.
Bulk import & export
Spreadsheet import, export and scheduled reports for RevOps.
Use cases
Where it helps
Common scenarios alliance and sales teams solve with Deals.
Partners submit deal registrations; vendors review incoming deals from one queue.
Move opportunities Register → Commercial with required fields enforced at each stage.
Approve or reject partner-sourced deals without email chains or spreadsheets.
Request, extend and complete Proof of Value directly on the deal record.
Track win rate, deal value and partner classification from the analytics dashboard.
Import and export deals in bulk; schedule reports for leadership reviews.
Why teams choose Deals
Replace fragmented lead, opportunity and POV workflows with one governed pipeline workspace.
- Unify deal registration, stage progression and POV on one record
- Built-in vendor approval with no separate email chains
- Partners and vendors share the same stage and approval state
- Dashboard analytics for win rate, value, aging and partner classification
- Reactivate expired, lost or rejected deals back into the pipeline
- Connect deal data to Agent Dash, ChannlViz, CRM integrations and industry segments
Questions
Frequently asked questions
Common questions about this feature and how it fits into your alliance strategy.
Answers at a glance
What are Deals in Channlworks?
Deals are sales opportunities jointly pursued by a vendor and one or more partners. Each deal moves through pipeline stages from Register to Won or Lost, with vendor approval, POV management and analytics built into the same record.
How is Deals different from the old leads and opportunities modules?
Deals replaces separate Leads, Opportunities and POV Requests with one workspace. Registration, approval, stage progression, Proof of Value and outcomes stay linked so teams and Agent Dash always query a single source of truth.
What pipeline stages do deals use?
Deals progress through Register, Validate, Discover, Budget, Commercial and final outcomes Won or Lost. Required fields are enforced when advancing. For example, account and contact for Validate+, contract dates for Won and a lost reason for Lost.
How do vendor approvals work?
Partner-submitted deals enter Pending Approval until an approver accepts or rejects. Vendor-created deals for their own organization can be Pre-Approved automatically. Changing key fields on an approved deal can re-trigger the approval workflow.
Can I manage Proof of Value inside a deal?
Yes. Request, extend and complete POV directly on the deal record with start and end dates, credit codes and file attachments. The dashboard includes POV effectiveness analytics for won, lost and active outcomes.
Explore
Related features
Complementary capabilities across the Channlworks alliance intelligence platform.
Ready to unify your channel deals pipeline?
See how Channlworks gives vendors and partners one workspace for deal registration, approvals, POV and pipeline analytics.