Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card Type.
To view the enhancement:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02135325/image2-1-1024x465.jpg)
- Go to the Pipelines module.
- Locate and click the three-dot icon in the right-hand corner.
- Choose “Deal Charts” from the dropdown menu.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02135409/image1-18-1024x500.png)
- Click on any agent to view their deal statistics.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/02/02135439/image3-13-1024x504.png)
- You will be able to view the Account Name, Account Type, Deal Card Type and lookup code for the Sales Report.