Page Comparison

Field Name​

Required?​

Description / Purpose​

Account Name​

Yes​

Provides a user-friendly way to present and view the data on ML Platform​

Opportunity ID​

Yes​

Allows Madison Logic to track the individual opportunity across multiple updates/uploads​

Domain, Website, or Email​

One of these is required​

Allows Madison Logic to perform account to domain matching from your system to the ML Platform, to ensure accurate and complete reporting across systems​

Opportunity Name​

Yes​

Provides a user-friendly way to present and view the data on ML Platform​

Opportunity Stage​

Yes​

Allows Madison Logic to track the opportunity's progress through your pipeline, and identify ML-influenced opportunities, as well as calculate Deal Volume for Closed-Won opportunities.​

Probability​

Yes​

Allows Madison Logic to project Deal Value based on likelihood of an opportunity closing​; Also allows for Madison Logic to sort pipeline view.

Opportunity Created Date​

Yes​

Allows Madison Logic to determine Deal Velocity​

Account ID​

Optional​

Allows Madison Logic to associate opportunities with relevant Accounts. If Account ID is not included, Madison Logic will attempt to match on Account Name and Domain/Website/Email​

Opportunity Value​

Optional​

Allows Madison Logic to calculate Deal Value. If Opportunity Value is not included, Volume and Velocity can still be represented. Value must be in USD.​

Last Updated Date​

Optional​

Allows Madison Logic to track Deal Velocity. If Last Updated Date is not included, Velocity will be calculated from the Opportunity Created Date and the date of the file upload.​