Open

• After an order is created, the ordered amount field will show for all products

  • For every goal amount, there will be an ordered amount

  • It will auto populate with the same amount as the goals when it is created

• During reconciliation, the original goal amounts should be updated

  • This is still the source of truth for tableau and billing

Open

• The only time the ordered amount should be updated is if any changes are made to what the partner originally ordered. For example:

  • The user purchased more (i.e. updates what they ordered)

  • Cancelations

  • Rewnewals / extensions

Open

All changes will show in the history log when a change happens to an ordered amount

• Rows are added

• Rows are removed

• Fields are updated

Open

Users now have the ability to “insert” a row of allocations, and no longer be dependent on the + add allocation button

• this will copy over the dates from the previous row

• Users will still need to update the goal type or dates

• You cannot save a row with overlapping dates with the same goal type.

Include any helpful links that internal users may want to read. Below are some examples. Feel free to delete the ones you don’t need/use:

• Feature Doc

• Help Center Documents

• Amplitude Feature Tracking

• Tableau Reporting (if applicable)

• Goal Tracking (if applicable)