The Deal Status Indicator references how close you are to approaching the 'Close Date' on an active deal. Depending on the parameters set in the settings, the Deal Status Indicator will turn specific colors as the deal approaches the close date.
This property is a default Uptics Sales Automation field in which you have the ability to customize the number of days from the close date and the corresponding color indicators.
These indicators are present on the Deals List Page > Kanban View (Deal Amounts will correspond to these thresholds). You will also notice this next to the Deal Amount inside the Deals Details Popout.
Default Deal Status Indicator Options:
Green - 3 days from the close date
Yellow - 2 days from the close date
Red - 1 day from close date
To adjust the thresholds on your Deal Status Indicators:
While logged into Uptics, proceed to your Profile Icon in the bottom left-hand corner and click on Settings.
Next, under the System Properties, click on Statuses.
From there, find the section labeled Deal Status Indicator, and click to expand.
Once under the Deal Status Indicator Settings, determine the number of days you would like for each of the 3 color-coded deal status indicator options. These color-coded indicators will change for of your deals, and will be dependent on the 'Close Date' you identify when creating a new deal in the system.
