🤝
📋 Board 3 of 10

Deals Board

Active and historical contracts with affiliates. The final stage of the sales funnel where signed agreements are tracked, managed, and linked to performance data.

🔄 Deal Lifecycle Stages

01
Pending Tracking
Awaiting tracking code generation & setup
Est. 15% of deals
02
Active
Live partnership generating traffic & revenue
Est. 60% of deals
03
Paused
Temporarily halted, pending review
Est. 10% of deals
04
Under Review
Performance or compliance audit in progress
Est. 5% of deals
05
Ended
Contract terminated or expired
Est. 10% of deals

📋 Field Schema

Field Name
Type
Description
Source
Required
Deal Name
Text
Deal identifier (typically Company + Type)
From Opportunity
Yes
Deal Status
Status
Current lifecycle stage
Manual / Auto
Yes
Status Options
Pending Tracking Active Paused Under Review Ended
Deal Type
Dropdown
Type of partnership agreement
From Opportunity
Yes
Deal Types
New Affiliate - New Deal Existing Affiliate - New Brand Existing Affiliate - Renewal Existing Affiliate - Upgrade Network Deal
Affiliate ID
Text
CellXpert affiliate identifier
CellXpert
Yes
Primary Contact
Connect
Links to Contacts board
Auto from Opportunity
Yes
Related Group
Connect
Links to Groups board
Auto from Opportunity
Yes
Source Opportunity
Connect
Links to source Opportunity
Auto
Auto
Affiliate Account
Connect
Links to Affiliate Accounts board
Auto via Affiliate ID
Auto
Commission Model
Dropdown
Payment structure type
From Opportunity
Yes
Commission Models
CPA (Cost Per Acquisition) Rev Share Hybrid (CPA + Rev Share) Flat Fee Tiered CPA
CPA Rate
Currency
Cost per acquisition amount
From Opportunity
Conditional
Rev Share %
Number
Revenue share percentage
From Opportunity
Conditional
Total Commission Paid
Formula
Lifetime commission from this deal
Formula (from Snapshots)
Auto
MTD Commission
Formula
Month-to-date commission
Formula
Auto
Total FTDs
Formula
First-time depositors lifetime
Formula (from Registration)
Auto
MTD FTDs
Formula
Month-to-date FTDs
Formula
Auto
Performance Tier
Formula
Bronze / Silver / Gold / Platinum
Formula (based on FTDs)
Auto
Tracking Code
Text
Primary tracking identifier
CMO / CellXpert
Yes
Target GEOs
Multi-select
Approved geographic markets
From Opportunity
No
Traffic Source
Multi-select
Approved traffic channels
From Opportunity
No
Created Date
Date
When deal was created
Auto
Auto
Activated Date
Date
When tracking went live
Auto
Auto
End Date
Date
When deal was terminated
Manual
Conditional
Days Active
Formula
Duration of active partnership
Formula
Auto
Account Manager
Person
Responsible AM
From Opportunity
Yes
Team Leader
Person
AM's manager
Auto
Auto
End Reason
Dropdown
Why deal was terminated
Manual
Conditional
End Reasons
Low Performance Compliance Violation Affiliate Request Contract Expired Fraud Detected Strategic Decision
Notes
Long Text
Additional deal notes & history
Manual
No

🔗 Data Flow & Connections

🎯
Opportunity
Approved deal source
→
🤝
Deal
Active contract
→
📊
Affiliate Account
CellXpert data
→
📸
Snapshots
Performance history
👤
Contact
Primary contact
↔
🤝
Deal
Links both ways
↔
🏢
Group
Company entity

⚡ Key Automations

🎯

On Deal Creation

Auto-populated from approved Opportunity. Creates links to Contact, Group, and sets status to "Pending Tracking".

✅

On Tracking Code Added

When CMO adds tracking code, status changes to "Active" and Activated Date is set. Notification sent to AM.

📊

Daily Performance Sync

Commission totals, FTD counts, and performance metrics auto-update from CellXpert and Snapshot data.

⚠️

Performance Alerts

Auto-notify AM and TL if deal goes 14+ days without FTDs or shows unusual patterns.

🔄

Tier Recalculation

Monthly recalculation of Performance Tier based on trailing 30-day FTD count.

🛑

On Deal End

When status changes to "Ended", End Date is set, End Reason becomes required, and final snapshot is created.