MyPSN Guide
Section 5

Sales

Two tools work hand-in-hand: Smart Searches surface competitor activity automatically, and Pipelines track every opportunity from prospect to won. Use them together for a closed loop from signal to revenue.

Your first deal in 5 minutes
  1. 1
    Open Smart Searches
    Sidebar → Sales → Smart Searches.
  2. 2
    Run Competitor Buyers
    Click Save/View on the Fresh card.
  3. 3
    Pick a target
    Choose a buyer where a rival has revenue.
  4. 4
    Create a Pipeline
    Add it under Pipelines as Prospect.
  5. 5
    Assign & set due date
    Owner + due date = accountability.
Step 1

Smart Searches — competitor activity on autopilot

Pre-built searches that blend data, AI and insight into a targeted action list. Two cards, two completely different angles of attack.

Competitor Buyers

Every buying organisation your named competitors have worked with — across all time.

Why it matters: These buyers already buy what you sell. They're the warmest list you'll ever pitch to.

Competitor Contracts

Competitor contracts expiring in the next ~180 days, auto-filtered for re-procurement timing.

Why it matters: The single best moment to displace a competitor is when their contract is up for renewal.

Smart Searches with Competitor Buyers and Competitor Contracts cards123456
  1. 1
    Search title + freshness badge
    Green Fresh = recently re-run; yellow Stale = older than 7 days, re-run before trusting it.
  2. 2
    Matches
    Total buyers/contracts the search found in your market.
  3. 3
    New
    Matches added since you last viewed — your priority list.
  4. 4
    Last run
    When the search was last refreshed — anchors the freshness badge.
  5. 5
    Save/View
    Open the matches, drill into a row, then promote the best ones into Pipelines.
  6. 6
    Stale badge example
    Click Save/View on a Stale card and the search re-runs automatically.

Freshness badges explained

  • FreshRun within the last 7 days — results reflect current market state.
  • StaleOlder than 7 days — re-run before acting on it so you don't chase outdated data.
Step 2

Pipelines — turn signals into closed deals

Every opportunity in one table with stage, owner, due date and buyer. Filter, view or delete from the same row.

Pipelines table with users/dates/tags filters and pipeline rows1234567
  1. 1
    All users filter
    Slice the pipeline by owner — perfect for 1:1s and weekly reviews.
  2. 2
    All due dates filter
    Focus on what's overdue or closing this week.
  3. 3
    All tags filter
    Filter by stage tag (Prospect / Engaged / Quoted / Won / Lost).
  4. 4
    Tags column
    Multi-tag any deal — shows current stage and history at a glance.
  5. 5
    Assigned + Due
    Owner accountability and deadline in one place.
  6. 6
    View
    Open the full pipeline record to update notes, tags or stage.
  7. 7
    Delete
    Remove a record — but consider keeping Lost deals for re-targeting.

Pipeline stage tags

Tag every entry with one stage tag — filters and reports depend on it.

  • ProspectIdentified buyer, no contact made yet — research stage.
  • EngagedConversation started, buyer aware of your offer.
  • QuotedFormal proposal or pricing submitted, awaiting decision.
  • WonClosed deal — keep for reference and forecasting.
  • LostClosed unsuccessfully — record reason to learn from it.
Filter weekly
Use the three filters every Monday for a 5-min review.
Set real due dates
Sales without dates slip — pick something and review it.
View > Delete
Default to View to update — Delete only when truly stale.