Inside Goliath: an overview of the deal dashboard

This guide explains how to use the Deal Pipeline Board in Goliath to track and manage deals across different strategies. You’ll learn how to create and edit pipelines, add deals, move them through stages, attach contacts and properties, and use filters to stay organized. The goal is to give you full visibility into your pipeline and help your team move deals forward efficiently.

What's covered in the video

1. Accessing the Deal Pipeline Board

• Navigate to the Goliath platform
• Locate the Deal Pipeline Board section

2. Customizing Your Deal Pipeline

• Understand that the Deal Pipeline Board is customizable for various strategies:
• • Listings
  • Buy-set referrals
  • Fixed inflips
  • Wholesale
• Determine the specific strategy you want to implement

3. Creating a New Pipeline

• To create a new pipeline:
• • Enter a unique name for the new pipeline
  • Add the necessary stages for the pipeline

4. Editing Existing Pipelines

• If you need to modify an existing pipeline:
• • Click on the Manage Pipelines page
  • Select the Edit Pipeline view
  • Edit the stages as needed

5. Understanding Deals within Pipelines

• Each deal is associated with:
• • A person
  • A property
• Additional information includes:
• • Tasks
  • Notes
  • Property details
  • Team splits
  • Estimated deal worth and profit

6. Moving Deals Between Stages

• To progress a deal to the next stage:
• • Drag and drop the deal into the desired stage on the pipeline.

7. Adding a New Deal

• To add a new deal to the board:
• • Provide a title for the deal
  • Assign it to a specific pipeline
  • If applicable, attach a property
  • Tag it to a specific contact
  • Enter the deal amount and description
  • Include team splits and other collaborators

8. Using Deal Filters

• To filter deals on the board:
• • Use the deal filters located at the top right
  • Filter by:
  • • Contacts
    • Deal creator
    • Date added
    • Access history

Best practices, tips and tricks

A few best practices

• Create separate pipelines for different deal strategies to avoid clutter
• Keep deal stages simple and aligned with how your team actually works
• Update deal stages consistently as progress is made

When to use the Deal Board

• Use the Deal Board to track active opportunities and transactions
• Use contacts to manage relationships tied to those deals
• Use tasks and appointments to manage the actions required to move deals forward

Deal ownership and collaboration

• Assign deals to the appropriate owner for accountability
• Add collaborators and splits early to avoid confusion later
• Use notes and tasks within deals to keep context centralized

Recommended daily workflow

• Review the Deal Board at the start of the day to understand pipeline status
• Move deals as soon as they advance to the next stage
• Use filters to focus on deals that need attention
• End the day by confirming stages and next steps are up to date