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.

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  • Dec 17 2018
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  • Matt Burke commented
    8 Jan, 2019 07:58pm

    Here is another organization's example

  • Matt Burke commented
    8 Jan, 2019 07:54pm

    Hey all sorry about this not saving: Here's a case example below for multiple clients.

    Some organizations (in Europe specifically) leverage Deal Types in our Sponsorship module to describe the different types of deals they have in a granular level. One client in particular has the following deal types (see image attached).

    For reporting purposes, this client, along with other customers who do something similar, want to be able to put these deal types in a group (ie. 'Principal' as a Deal Type Group, and 'Secondary' as a Deal Type Group) linking them to the corresponding deal types, very similar to how we have Divisions and Division Groups.

    The current process to get their report to reference these deal types together in a group so a customer can view all revenue under "Principal" or "Secondary" requires roughly 6 hours on Insights' team work to adjust the underlying data source and report.

    Let me know if this isn't clear, happy to discuss more examples in the future.