Glossary deals

Deal card	Property	Definition
Hard Deal Criteria	Deal name	The internal name of the deal, entered manually by a user.
	Deal create date	The timestamp of when the deal was created (via the UI or API).
	Sales cycle	Dropdown property indicating an new or an excisting customer. The last combined with type of sales New, Renewal, Upsell, Cross Sell
	Service type	Dropdown property with the propositions (prodiucts & services) we as group offer: RPO, Broker, Search, Fixed, Direct Sourcing, IM, MSP, TTM, Mix, P&P
	RFI>RFP	Drop down property with two options: RFI+RFP
	Industry sector	Multiple checkliskt property Indicating which industry sector the client - and the deal - are assigned too
Decision making	Provisional award	When is deal is promised verbally of non formal to be won. Inidcates the date of promise
	Deal probability	An adjusted winpercentage value showing the likelihood of winning the deal, deviating from the default dealstage percentage
Commercial details	Amount	The calculated value of the deal, in margin revenue / total deal amount?
	Estimated Margin per year	Expected margin revenu per year = total deal amount dived deal length in years
	Deal length (years)	The timespan / deallength in which we deliver our services to the client. Signed delivery length
	End date contract	Enddate of us delivering services to the client based on signed contract
	Current FTE	Indicating the current Full Time Employees working at client
	Competitors	Indicating the competitors also trying to win the deal. When known, please select or insert the competitor
Accountability fields	Deal owner	The account- or sales manager end responsible for the deal; from winning to monetization. Assigned manually or via automation.
	Accountmanager	Alway an acocuntmanager responsible for the deal performance, after the deal is implmented by operations.
	Sector lead	The person in the role of sector lead, repsonsible for the desginated sector
	Presenters	The account- or salesmanagers presenting the initial offer / proposition to the client
Timeline fields	Presentation	The date presentation is scheduled to be given at the client
	Filing date	The date a public tender is received by the HFG organisation
	Quote sent	The date the formal proposal is sent to the client
	Alcatel	Cooling down period end date. Starts after a public deal is lost and objections can be made
	Implementation start date	Date when team Operations start implementing the deal. Getting specified software and professionals in place
	Start date contract	The date HFG starts delivering their services to the client. Start of professionals assigned to the client