🏷️ Group Types

📋 Field Schema

Field Name
Type
Description
Source
Required
Group Name
Text
Company or entity name
From Opportunity / Manual
Yes
Group Type
Dropdown
Business classification
From Opportunity / Manual
Yes
Group Types
Affiliate Network Media Buyer Webmaster Individual/Freelancer Agency Other
Website
Link
Main company website
From Opportunity / Manual
No
Primary Industry
Text
Main business focus
Auto / Manual
No
Primary Contact
Connect
Main contact person at this company
Auto / Manual
Auto
All Contacts
Connect
All people at this company
Auto
Auto
Contact Count
Formula
COUNT(All Contacts)
Formula
Auto
Active Deals
Connect
All current contracts with this group
Auto
Auto
Deal Count
Formula
COUNT(Active Deals)
Formula
Auto
Source Opportunity
Connect
Original Opportunity that created this group
Auto
Auto
Total Lifetime Value
Formula
SUM of all deals' commission
Formula
Auto
MTD Revenue
Formula
Month-to-date commission generated
Formula
Auto
First Deal Date
Formula
MIN(Deals.Created Date)
Formula
Auto
Relationship Length
Formula
Days since first deal
Formula
Auto
Account Manager
Person
Primary AM for this relationship
From Opportunity / Manual
Yes
Created Date
Date
When group record was created
Auto
Auto
Notes
Long Text
Company notes & history
Manual
No

🔗 Entity Relationships

🎯
Opportunities
Creates Group
Auto-creates
🏢
Group
Central Entity
Has many
👤
Contacts
1-5 per Group
🏢
Group
Has many
🤝
Deals
1-10 per Group
Links to
📊
Accounts
Performance data

📊 Aggregate Metrics

💰

Total Lifetime Value

Sum of all commission paid across all Deals linked to this Group. Provides a view of overall partnership value.

👥

Contact Count

Number of individual contacts at this company. Higher counts often indicate larger, more established partnerships.

🤝

Deal Count

Total active deals with this Group. Multi-deal Groups are key accounts requiring strategic management.

📅

Relationship Length

Days since first deal creation. Long-term partnerships often get preferential terms and priority support.

📈

MTD Revenue

Month-to-date commission from all Group's deals. Used for tracking current period performance.

⚠️

Dormant Detection

Groups with no active deals or no recent contact are flagged for re-engagement or archival review.