Smart Dashboards Definitions: Deal Activity Detail

Area 

Deals 

Status 

Deal Activity Detail 

Description 

A list of Deal Activity that have been applied to Deals 

Required Data 

Deals, Deal Activity 

Data From 

Deal, Deal Item, Deal Activity 

Filters 

Filter Save/Load 

Filters are correctly Saving and Loading 

Columns 

Grid State Save/Load 

Column Positions, Sorts, Visibility and Grouping are Saving and Loading 

Chart Type 

Filter Thru – Charts will limit results by the Chart item clicked. 

Filter Name 

Filter Description 

Filter Type 

Timeframe 

List of all Deal Promotion Periods 

List 

Customer 

Customers from the list can be individually selected -or- Customers can be selected through the Hierarchy 

List/Hierarchy 

Product 

Products from the list can be individually selected -or- Products can be selected through the Hierarchy 

List/Hierarchy 

Fund 

List of all Fund Codes from Deal Items 

List 

Deal Item Type 

List of all Deal Item Types being used (OI, Lump Sum, etc.) 

List 

Deal Status 

List of all Deal Status’ for Deals that have Activity against them. 

List 

Deal Dates 

Start and End Date filters to limit the results by Deal Start Date and Deal End Date (Start Date filter: Deal Start Date on or after, End Date Filter: Deal End Date on or before) 

Start Date/End Date 

Deal Code 

Text Filter to search by Deal Code or partial Deal Code 

Text 

Activity Type 

Text filter to search by Activity Type or partial Activity Type (DE: Deduction, AP: CheckRequest, VL: Volume, or InvoiceCode from Volume) 

Text 

Deduction ID 

Text filter to search by Deduction ID or partial Deduction ID (change to Deduction Code) 

Text 

Deduction Date 

Start and End Date filters to limit the results by Deduction Date 

Start Date/End Date 

Check Code 

Text filter to search by Check Code or partial Check Code 

Text 

Check Date 

Start and End Date filters to limit the results by Check Date 

Start Date/End Date 

Rate 

Min and Max filter to limit results by range of Rate. 

Min Value/Max Value 

Actual Volume 

Min and Max filter to limit results by range of Actual Volume. 

Min Value/Max Value 

Settled Cases 

Min and Max filter to limit results by range of Settled Cases. 

Min Value/Max Value 

Trade Actual Amt 

Min and Max filter to limit results by range of Trade Actual Amt. 

Min Value/Max Value 

Screenshot 

How it Works 

Default is to display all Deals 

1. Timeframe filter will limit the Deal results to the Deal Promotion Timeframe(s) selected. 
2. Customers can be filtered by either using the List or through the Hierarchy button next to the Customer search box. 
3. Products can be filtered by either using the List or through the Hierarchy button next to the Product search box. 
4. Fund filter will limit the Deal results to the Fund(s) selected. 
5. Deal Item Type filter will limit the Deal results to the Deal Item Type(s) selected. 
6. Deal Status filter will limit the Deal results to the Deal Status’ selected. 
7. Deal Dates filter will limit the Deal results to Deals with a Start Date on or after the Start Date entered and a Deal End Date on or before the End Date selected. 
8. Deal Code filter will limit results to Deal Code(s) that either Starts With, Ends With, Contains or Does Not Contain the text entered into the filter. 
9. Activity Type filter will limit results to Activity Type(s) that either Starts With, Ends With, Contains or Does Not Contain the text entered into the filter. 
10. Deduction ID filter will limit results to Activity Type(s) that either Starts With, Ends With, Contains or Does Not Contain the text entered into the filter. 
11. Deduction Date filter will limit the Deal results to a Deduction Date that greater than or equal to Start Date and/or less than or equal to End Date. 
12. Check Code filter will limit results to Activity Type(s) that either Starts With, Ends With, Contains or Does Not Contain the text entered into the filter. 
13. Check Date filter will limit the Deal results to a Deduction Date that greater than or equal to Start Date and/or less than or equal to End Date. 
14. Rate/Actual Volume/Settled Cases/Trade Actual Amt filters will limit the Deal results to values that are greater than or equal to the min. value entered and/or less than or equal to the max. value entered. 

Field Name 

Field Description 

Field Format 

Timeframe 

Period of Deal Promotion 

Text 

Fund 

Code of Deal Item Fund 

Text 

Parent Customer 

Name of Parent Customer of Deal Customer 

Text 

Customer 

Name of Deal Customer 

Text 

Product 

Name of DealItem Product 

Text 

Deal Code 

Code from Deal 

Text 

Description 

Description from Deal 

Text 

Start Date 

Start Date from Deal (change to Deal Start Date) 

Date (ie, 1/1/2019) 

End Date 

End Date from Deal (change to Deal End Date) 

Date (ie, 1/1/2019) 

Deal Item Type 

Name of DealItem Type 

Text 

Deal Item ID 

DealItemID from DealItem 

Text 

Deal Status 

Name of Deal Status 

Text 

Activity Date 

Activity Date from DealActivity 
From Volume: ActivityDate, InvoiceDate or Timestamp 

From CheckRequest: Timestamp 

From Deduction: Timestamp 

Date (ie, 1/1/2019) 

Activity Type 

Activity Code from DealActivity 

VL: Volume 

DE: Deduction 

AP: CheckRequest 

[other] – Volume Invoice Code 

Text 

Deduction ID 

DeductionCode from DealActivity (change name to Deduction Code) 

Text 

Deduction Date 

DeductionDate from DealActivity 

Date (i.e., 1/1/2019) 

Check Code 

CheckCode from DealActivity 

Text 

Check Date 

CheckDate from DealActivity 

Date (i.e., 1/1/2019) 

Rate 

Rate from DealActivity 

Currency2 (i.e., $1.12) 

Actual Volume 

Volume from DealActivity (only from Volume records) 

Number2 (i.e., $1,234.12) 

Settled Cases 

ActualSettledVolume from DealActivity (only for Deductions and CheckRequests) 

Number2 (i.e., $1,234.12) 

Trade Actual Amt 

Amount from Deal Activity (getting Deal Activity applied to Funds) 

Currency2 (i.e.,$1,234.12)