AWS ACE

Manage your entire AWS ACE (AWS Customer Engagement) pipeline directly within DarcyIQ. Track opportunities, monitor win rates, and batch update deal stages - all from a unified dashboard that eliminates the need to jump between systems.

Complete Pipeline Visibility: See win rates, close rates, MRR values, and key stats at a glance while managing your AWS partner opportunities in one place.

Comprehensive AWS ACE pipeline management and analytics

Overview

The ACE Dashboard transforms AWS partner opportunity management with intelligent analytics and streamlined operations.

Feature	Capability	Business Impact
Unified Pipeline View	All ACE opportunities in one place	360° pipeline visibility
Real-Time Metrics	Live win rates, close rates, MRR tracking	Data-driven decisions
Smart Search	Find opportunities instantly	90% faster opportunity location
Batch Operations	Update multiple opportunities at once	75% time reduction
Automated Sync	Real-time ACE platform synchronization	Always current data

Dashboard Components

Key Metrics Panel

Monitor critical business metrics in real-time:

Metric	Description	Strategic Value
Win Rate	Percentage of won opportunities	Sales effectiveness
Close Rate	Conversion from qualified to closed	Pipeline efficiency
MRR/ARR	Monthly/Annual Recurring Revenue	Revenue predictability
Pipeline Value	Total opportunity value	Revenue forecast
Average Deal Size	Mean opportunity value	Deal quality trends
Sales Velocity	Speed through pipeline stages	Process optimization
Partner Attach Rate	AWS service adoption	Partner program success

Opportunity Grid

Comprehensive opportunity management interface:

Column	Information	Actions
Opportunity Name	Customer and project	Click to view details
Stage	Current pipeline position	Bulk update available
Value	Deal size in USD	Sort by value
Close Date	Expected close	Timeline management
AWS Services	Services involved	Service tracking
Partner Status	PO approval status	Registration tracking
Owner	Responsible party	Assignment management
Last Updated	Recent activity	Activity monitoring

Pipeline Visualization

Multiple views for pipeline analysis:

View Type	Purpose	Key Insights
Funnel View	Stage progression	Conversion bottlenecks
Timeline View	Close date distribution	Resource planning
Heat Map	Opportunity concentration	Focus areas
Trend Chart	Historical performance	Growth patterns
Forecast View	Revenue projection	Target tracking

Smart Search Capabilities

Search Filters

Find opportunities with powerful filtering:

Filter Type	Options	Example
Stage	All pipeline stages	"Show Qualified opportunities"
Value Range	Min/max deal size	"$50k - $200k deals"
Date Range	Created/Close dates	"Closing this quarter"
Services	AWS service types	"EC2 and RDS opportunities"
Status	Active/Won/Lost	"Active opportunities only"
Tags	Custom labels	"Enterprise accounts"
Owner	Team member	"My opportunities"

Saved Searches

Create and save complex search queries:

Saved Search Examples:
  - Name: "Q4 Enterprise Deals"
    Filters: 
      - Value: > $100,000
      - Close Date: Q4 2024
      - Tag: Enterprise
  
  - Name: "At Risk Opportunities"
    Filters:
      - Stage: Negotiation
      - Last Activity: > 14 days
      - Close Date: < 30 days

Batch Operations

Bulk Stage Updates

Update multiple opportunities simultaneously:

1

Select Opportunities Use checkboxes to select multiple opportunities or use "Select All"

2

Choose Action Click "Batch Update" and select the new stage

3

Add Context Optionally add notes explaining the bulk update

4

Confirm Changes Review affected opportunities and confirm

5

Automatic Sync Changes sync to AWS ACE platform immediately

Batch Operations Available

Operation	Description	Use Case
Stage Movement	Update pipeline stage	Quarterly reviews
Assign Owner	Change opportunity owner	Territory changes
Add Tags	Apply labels in bulk	Categorization
Update Close Dates	Adjust timelines	Forecast updates
Add Notes	Bulk documentation	Context addition
Export Selection	Download to CSV	Reporting

Analytics and Insights

Performance Analytics

Track team and individual performance:

Metric	Analysis	Action
Individual Win Rates	Performance by team member	Coaching opportunities
Stage Duration	Time in each stage	Process optimization
Loss Analysis	Common loss reasons	Strategy adjustment
Service Performance	Win rate by AWS service	Focus areas
Customer Segments	Success by industry	Market targeting

Trend Analysis

Monitor business trends over time:

Trend Type	Visualization	Insight
Pipeline Growth	Line chart	Business momentum
Win Rate Trends	Moving average	Performance direction
Deal Size Evolution	Box plot	Market changes
Velocity Changes	Bar chart	Process efficiency
Service Mix	Stacked area	Portfolio shifts

Predictive Intelligence

AI-powered insights for better decisions:

Prediction	Based On	Value
Close Probability	Historical patterns	Focus effort
Risk Indicators	Activity and engagement	Proactive intervention
Optimal Actions	Success patterns	Next best action
Revenue Forecast	Pipeline and trends	Accurate planning
Resource Needs	Pipeline volume	Capacity planning

Integration Features

AWS ACE Sync

Real-time bidirectional synchronization:

Sync Feature	Frequency	Direction
Opportunity Data	Real-time	Bidirectional
Stage Updates	Immediate	To ACE
Document Attachments	On-demand	From ACE
Partner Status	Hourly	From ACE
Approval Status	Real-time	From ACE

DarcyIQ Integration

Seamless connection with other DarcyIQ features:

Feature	Integration	Benefit
Meetings	Link meetings to opportunities	Complete context
Workflows	Trigger workflows from opportunities	Automation
Research Reports	Attach research to deals	Intelligence
Projects	Create projects from won deals	Smooth handoff
Activity Log	Track all opportunity activities	Audit trail

Workflow Automation

Automated Actions

Configure triggers for automatic processes:

Trigger	Action	Example
Stage Change	Send notification	Alert on move to Negotiation
Value Threshold	Escalate to management	Deals over $500k
Inactivity	Create reminder	No activity for 7 days
Close Date Near	Generate checklist	30 days to close
Win/Loss	Update systems	CRM synchronization

Opportunity Workflows

Pre-built workflows for common scenarios:

Workflow: Large Deal Protocol
Trigger: Opportunity value > $250,000
Actions:
  1. Notify senior management
  2. Create deal review meeting
  3. Generate executive briefing
  4. Assign solution architect
  5. Create Slack channel
  6. Schedule weekly updates

Reporting and Export

Standard Reports

Built-in reports for common needs:

Report Type	Content	Format
Pipeline Summary	Current state snapshot	PDF/Excel
Forecast Report	Revenue projections	Interactive/PDF
Activity Report	Team activities	Excel/CSV
Win/Loss Analysis	Detailed outcomes	PowerPoint
Commission Report	Partner earnings	Excel

Custom Reports

Build your own reports:

1. Select Metrics: Choose from 50+ data points

2. Apply Filters: Focus on specific segments

3. Choose Visualization: Tables, charts, graphs

4. Set Schedule: One-time or recurring

5. Distribution: Email or dashboard

Export Options

Export Format	Use Case	Features
CSV	Data analysis	All fields included
Excel	Formatted reports	Charts and pivot tables
PDF	Executive briefings	Professional layout
API	System integration	JSON format
PowerBI	Advanced analytics	Direct connector

Best Practices

Daily Management

Activity	Frequency	Purpose
Morning Review	Daily	Check overnight changes
Pipeline Hygiene	Daily	Update stages and data
Activity Check	Daily	Ensure engagement
Risk Review	Daily	Identify issues early
Team Sync	Daily	Coordinate efforts

Weekly Routines

1. Pipeline Review: Analyze stage progression

2. Forecast Update: Adjust close dates

3. Win/Loss Review: Learn from outcomes

4. Batch Updates: Clean up data

5. Report Generation: Stakeholder updates

Monthly Analysis

• Trend Review: Identify patterns

• Performance Analysis: Individual and team

• Process Optimization: Improve workflows

• Forecast Accuracy: Compare to actuals

• Strategy Adjustment: Refine approach

Tips for Success

Search Optimization

Tip	Implementation	Result
Use Saved Searches	Create for common queries	Faster access
Combine Filters	Layer multiple criteria	Precise results
Search Shortcuts	Learn keyboard commands	Efficiency
Smart Tags	Consistent labeling	Better organization
Regular Cleanup	Archive old opportunities	Performance

Batch Update Strategy

• Group Similar Changes: Update related opportunities together

• Document Reasons: Add notes for bulk changes

• Verify Before Commit: Review selection carefully

• Schedule Updates: Do bulk updates during low-activity times

• Communicate Changes: Notify team of major updates

Mobile Access

Access ACE Dashboard on mobile devices:

Feature	Mobile Support	Functionality
View Dashboard	Full support	All metrics visible
Search Opportunities	Optimized	Voice search available
Update Stages	Touch-friendly	Swipe actions
View Reports	Responsive	Zoom and pan
Notifications	Push alerts	Real-time updates

Troubleshooting

Common Issues

Issue	Cause	Solution
Sync Delays	API latency	Manual refresh
Missing Opportunities	Filter settings	Check active filters
Update Failures	Permission issues	Verify ACE access
Incorrect Metrics	Cache issues	Clear and refresh
Search Not Working	Index problems	Rebuild search index

Coming Soon

• AI Deal Coaching: Personalized guidance for each opportunity

• Competitive Intelligence: Competitor presence in deals

• Partner Collaboration: Multi-partner opportunity management

• Advanced Forecasting: ML-powered predictions

• Voice Commands: "Show me deals closing this week"

• Automated Playbooks: Stage-specific action plans

Pro Tip: Set up saved searches for your most common views (e.g., "My deals closing this month") and use batch updates after weekly pipeline reviews to keep data current. The ACE Dashboard is most powerful when data is accurate and up-to-date.