...
What fields are required, and what is their purpose?
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 Field must be in MM/DD/YYYY format. |
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. Field must be in MM/DD/YYYY format |
What is the high-level process?
...