How to find Deals within certain business unit in deal report?

This guide walks Admins and Managers through how to locate deals tied to a specific Business Unit using the Deal Report feature in Outperform (OP).

User on Web [Admin/Manager Only]

✅ Step 1: Access the Deal Report

• Log in to your Outperform account (Web version).
• Click on Report from the left-hand menu.
• From the dropdown, select Deal Report.

🗓️ Step 2: Set the Date Filter

• At the top left, choose the desired date range using the Date Filter.
  • Example: Last 30 days, This Month, or a custom range.

🏢 Step 3: Select Business Unit

• On the right-hand side (or filter panel), locate the Business Unit dropdown.
• Select the specific Business Unit you want to filter by.

📄 Step 4: View the Report

• Click the View Report button to generate results based on your filters.

🎉 Done!

You’ll now see all deals that match the selected Business Unit and date range.

✅ Pro Tips

• Combine Business Unit with User or Outcome filters for even deeper insights.
• Download the report if you need to share it with team members or use it for performance reviews.