Organize and Track All Your Opportunities

The Listings page is your command center for all deals. Here's how to find, sort, and manage every opportunity efficiently.

Access Your Listings

Navigate to Listings in your main navigation to see all your imported deals in one place.

Powerful Filtering Options

Financial Filters

Asking Price Range - Set min/max investment levels
SDE/EBITDA Range - Filter by cash flow requirements
Revenue Range - Focus on business size preferences
Financial Ratios - Find deals meeting your investment criteria

Deal Status Filters

Stage - Show only deals in specific pipeline stages
Date Created - Focus on recent vs. older opportunities
Industry/Category - Target specific business types

Smart Sorting Strategies

By Financial Metrics

SDE Descending - Highest cash flow deals first
Asking Price Ascending - Lowest investment opportunities
SDE Multiple - Best value deals at the top

By Pipeline Activity

Date Created - Newest opportunities first
Stage - Group by current deal status
Recently Updated - See what's been active

Finding the Right Deals

Quick Scans

Use the list view to rapidly evaluate multiple opportunities:

Key financial metrics displayed inline
Current stage visible at a glance
Quick access to edit or analyze

Detailed Review

Click any listing to dive deeper:

Full financial analysis
AI-generated insights
Task and contact management
Complete deal history

Managing Deal Stages

Update Individual Deals

Click on any listing
Edit the stage dropdown
Save to update pipeline position

Bulk Stage Updates

Select multiple deals to update stages efficiently for similar opportunities.

[INSERT VISUAL: 8-second clip showing stage updates on individual deals]

Pro Search Tips

Create Saved Filters

Set up common filter combinations for:

"High Cash Flow Deals" (SDE > $200k)
"Under Review Stage" (Stage = Review)
"Small Investments" (Asking Price < $500k)

Regular List Maintenance

Archive or delete non-viable deals
Update stages based on recent activity
Add notes for future reference

Strategic Filtering

Start broad, then narrow down
Use multiple filters simultaneously
Save time with consistent filter patterns

Workflow Integration

The Listings page works seamlessly with:

Pipeline View - Visual representation of the same deals
Task Management - Click through to manage follow-ups
AI Analysis - Generate insights for any listing
Homepage Dashboard - Task execution for selected deals

Ready to see your deals visually? Check out "Master Your Deal Pipeline with Kanban View"

Listings View