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Comparing Deals

See how your pipeline has changed between two points in time

Updated over 2 months ago

How it works

  1. Click on the Compare button and select the dates you want to compare. By default, Coffee will compare today vs. one week ago.

  2. You can select any From date since you started creating deals or syncing deals to Coffee. Since Coffee only starts snapshotting deal states once you add deals to Coffee, you can't select a date before then.

How to compare deals

  1. On the left sidebar, click Deals.

  2. On the top navigation, select Compare.

  3. Choose the dates you need to compare (note: you can only select dates between today and the date you first connect to Coffee).

  4. Click View to see the results.
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Looking at the results

  1. The comparison shows:

    • Top line number changes (overall pipeline value and totals).

    • Individual deal changes (for example, if a deal moved to a new stage or if the deal amount was updated).

  2. Changes are color-coded for clarity:

    • Green = positive changes.

    • Red = negative changes.

    • Yellow = neutral changes.

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