Prism's Deal Tracker will help you and your team stay on top of outstanding offers and contracts and give a high level view by artist and location of Deals, Artist Guarantees, Deal Notes, and Statuses. Use statuses like "Offer Received", "Offer Confirmed", "Contract Sent" and "Contract Signed" to keep track of Contracts.

When a client Deal is added to the Deals tab of an event, it will appear in the Deal Tracker on the event and in Reports.

Manage the deal(s) for an event from the Deals tab by Selecting the "Deal Tracker" tab below the Age Limit section.

Manage ALL of your deals from the Reports icon on the left hand side bar and select "Deals" to access the Deal Tracker.

Open the Filter on the top right corner to search for certain events, date ranges, venues, agents, artists, or Deal Statuses. Pull Mutually Agreeable (MAD) events into the Deal Tracker by selecting the Include MAD checkbox (1).

Pro tip: Use the Filters on the report to filter for Deals in the "Offer Confirmed" status and work through that list to create Contracts.

Utilize "Saved Views" (2) to save the report filters for quick access later. Save reports for certain artists or time frames to revisit the report.

New Deals will start with the Deal Status of "None."

Update the Deal Status using the dropdown in the Deal Status column (3) for tracking. When a status is changed, the "Deal Last Updated" column will be updated with a new timestamp.*

Preview the Contract, Offer, or Settlement with the purple link (4) or click the three dot menu to access other documents. Add internal Deal Notes by clicking the "Edit Deal Notes" (5) text next to the deal. Use this to keep internal notes to yourself or your team about the deal or changes that need to be made. To read long notes in the table, hover over the ... to see the full text (see screenshot below).

*Deal Last Updated time is based on your browser's timezone settings.

In Reports, use the Columns button (6) to pull in relevant information to the Deal or event like Venue, Location, Artist deal, Contract Due Date, and Artist Guarantee. Scroll across the table to view additional columns.

To view a Contract or adjust a Deal from Reports, click on the blue Event Name to open the Event in a new tab.

Download the Tracked Deals as a CSV (7) for a report on all of the deals in the timeframe.

Use the Show Events list (8) at the top of the Reports Deal Tracker to see a list of all Events that have deals that are pulling into the report based on the filters. Use the Columns button to adjust which event details and numbers appear in the report, and save these Columns as Column Sets. Use the Download CSV button to download a list of all Events and all data columns.

Downloading a list of Events from the Show Events list will give a report of all events in Prism within the timeframe that contain Deals. Note that this export differs from the Deal Tracker in that each line in the spreadsheet will be for one Event whereas the deal tracker export will one row for each Deal (headliner and support).

When a Contract Due Date is set in the deal builder, it will appear in the "Contract Due Date" field in Prism reports.

Red warning text will appear under the date in the "Contract Due Date" field if the contract is past due, except for deals with the following statuses:

Filtering by "Contract Past Due" in the Deal Tracker will return any overdue contracts, for all deals except those marked with the aforementioned statuses.

Deals marked as Contract Signed, Contract Countersigned, Cancelled, Declined, and Inactive are filtered out by default, and the status filters themselves are also hidden from the filter options when "Contract Past Due" is selected.

You have the ability to customize which deal statuses are selectable in the deal tracker. This enhancement allows you to streamline your deal management process by only displaying the statuses that your organization requires.

How to customize deal statuses:

Tip: If you are unsure about which deal statuses to enable or disable, consult your team leads or management for guidance on the most suitable options for your organization's workflow.

Best Practices:

Before you disable a deal status, it is highly recommended to update any existing deals that currently have the status you wish to disable. This will ensure smooth transitions and prevent any complications in your deal tracker.

By following these steps, you can choose the deal tracker statuses that fit your team's needs, making deal management more efficient and tailored to your specific workflows.