1. Open the Deals tab
Go to the Deals tab on the left-hand side.
This is where you can view your deals, forecast, and pipeline.
The view you see depends on your role:
Seller: sees My Deals only
Manager: Can see their deals and another tab for their team deals.
2. Review the Deal Health overview
When you open Deals, you land on the Deal Health tab.
Check for any message where Ricavi disagrees with your forecast.
Click Review Forecast to see more detail and understand the discrepancy.
3. Check store deals that need attention
Scroll to the section showing store deals that need attention.
You’ll see your top 3 deals requiring attention, with more available below.
Click View All Store Deals to see the full list.
Open a deal to ask Ricavi to generate a revive store deal plan to help move it forward or close it out.
4. Use the deal summary filters and search
Review the summary counts for:
Total deals
Deals at risk
Deals on track
Use the filters to switch between:
At risk
On track
Lost
All
Search for a specific deal using the search bar.
Each deal card shows:
Whether it is at risk
The deal stage
A key action to move it forward
5. Open a deal to see its score and blockers
Click into any deal to open the detailed view.
You’ll see a deal score out of 100.
Review the section showing "what is holding the deal back".
This section includes:
A score
A next action step
6. Complete the recommended agentic actions
Scroll down to see the recommended agentic actions that can help move the deal forward.
Examples include:
Drafting an email
Identifying an additional stakeholder
Following up on LinkedIn
Other deal-progress tasks
Each action has its own AI-assisted workflow:
For emails, Ricavi can draft the email for you
You can review, edit, and send it
Some actions are manual tasks, such as connecting on LinkedIn or calling someone
If it’s a call task, Ricavi provides a script
7. Review CRM activity and use the chat panel
Scroll further down to see the activity feed synced from your CRM.
Use this to understand the full context Recavi has on the deal.
The Recavi chat panel is already open and synced.
Ask questions about the deal to:
Interrogate the details
Get help moving the deal forward
Explore next steps or deal-specific guidance