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Deal Type Groups
As some partnerships have very granular deal types, some teams have requested that they have the ability to report deal types in groups in order to report off certain groups of deal types.2 Returned for specifics
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Sponsorship Prospecting Campaigns
Would like the ability to group together strategic outreach to a list of prospects. This would include: Bulk Create Deal Sheets w/ ability to tie them together via Campaigns Be able to add a Deal Sheet to a Campaign ad-hoc Be able to report on the...
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Planned
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Contract Gallery
General Idea: It would be nice if there was a 'contract gallery' where documents associated to deals were stored for all deal sheets. The contract gallery would allow the end user to more easily locate and print/distribute these documents, as need...0 Future consideration
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Hard Cost Distribution
Add settings to the rate card that allow a team to determine how hard costs are put into the deal. Setting preventing the hard cost from being rolled over into future seasons. Setting that allows the hard costs entered on the rate card to be dist...0 Future consideration
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Group Packages in the Deal Sheet Form
Group the Packages in the Deal Sheet Form just like it is in the Wizard and allow for expanding them to see the revenue associated to the components. -
Allocate Deal Cash and Barter Separately
Within the deal manager, total deal revenue can be allocated by asset (or division) but there does not exist the ability to allocate cash and barter revenues separately. Ideally this would exist within the Revenue Allocation tool. This is a busine...0 Needs review
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Ability to change some things in a Deal Sheet Wizard without unlocking deal.
I'd like to be able to have a user change some fields of my choosing that can be edited after the deal has been locked. I would think it would be that I can choose what roles can change what. -
Add Upsell to Sale Type Picklist Values
Hello, I think it would be quite helpful to see "Upsell" added as a value for sale type in the sponsorship module. We track upsell a bit differently than renewals, and don't really consider them totally new or totally renewal revenue.0 Future consideration
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Deal Sheet Rollover Tool - Provide Rate Card(s) for selection if multiple rate cards exist.
The deal sheet rollover tool displays the following warning "Warning: The following rate cards do not have an equivalent in the next season" when attempting to roll a deal which has a rate card for the next season but the inventory item has multip... -
Add Deal Rating as an option when creating Approval Criteria
I want to be able to require that the rating field be populated.