Deal Sheet Grading

Add ability "Grade" a deal sheet based on a variety of inputs. Each input variable would carry a score with it so when a rep builds out a deal, a calculation is done to give an overall Grade to the Deal Sheet. Some examples being used by the T Wolves are % of Rate Card, Targeted categories, activation level, Suites Sales involved, Activation Expenses as % of Gross Revenue, Partnership Growth Potential, Overall Deal Value, Team Incentive etc.

A rep would then know what grade of deal they've created. If they create a C deal, they could go and try to make adjustments to get it to a "B" deal before they present to their manager. We could also get reporting on overall breakout of deal grading across existing deals.
  • Marc Roots
  • Apr 11 2016
  • Future consideration
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