Deal Hub overview

Deal Hub is where an Onyx partner builds a customer's Microsoft licensing deal. From one workspace you can:

• use your organization's setup from Onyx Platform: company details, branding and brand kits, price lists, services, incentives and funding (see Settings are in Onyx Platform)
• onboard a customer with a secure link that connects their Microsoft 365 and Azure data (read only) and collects their documents
• see the customer's estate: licenses, usage, security, Azure spend, contract terms and competitor tools
• plan the deal in Scenario planning: As Is, Right Sized, Optimized and your own scenarios, with partner cost, customer price, incentives and profit on every line
• create deliverables in the Document Studio: presentations, executive briefs, quotes and Excel exports, all kept in the customer's Documents

One accountCopy Anchor Link

Deal Hub uses your Onyx account. You sign in on Onyx Platform and open Deal Hub from there. Your organization's administrator decides who can use it. See Getting started with Onyx.

Members and organization adminsCopy Anchor Link

Everyone with Deal Hub access can work on customers: onboard them, read their data, edit deal details, set customer prices, plan scenarios, and create quotes and documents. Some actions are kept for organization admins, such as changing settings in Platform, disconnecting a tenant, acting on another person's onboarding link, and deleting customers. When an action is held for an admin, Deal Hub says An organization admin can do this. beside it. Pages mark these with a For organization admins note.

The journeyCopy Anchor Link