Multi Division Deal Sheet Opportunities

When building a Deal Sheet from our Activity screen, for MSG we built out a capability to specify a Division then a dollar amount for that division. It had the ability to "add another division" which created a second dropdown where you can select a division and enter another dollar value. In theory, you could build the deal sheet and create a dollar amount across multiple divisions or, just simply select "All" divisions if you don't know the separation yet.

The majority of the work with this would be that we would then need an "Unallocated" item within each division as the placeholder. However, this would start to allow us to use the Manager Dashboard, Salesperson Dashboard or better pipeline reporting down to the division level. Right now, a Deal Sheet doesn't appear in the Salesperson dashboard until actual inventory gets added which isn't really ideal as it should be their place to work through their early stage draft deals.

  • Marc Roots
  • Apr 11 2016
  • Already exists
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    Marc Roots commented
    17 Apr, 2017 04:33pm

    Marking as will not implement since this is being addressed in the AEG division allocation updates.