Overview
The Delivery to Promise – Relationship ROE Andi® skill creates awareness for the RM around previously projected If We Win ROE and how the relationship has performed since. When the relationship attached has a previously priced Closed Won opportunity, the skill displays a summary tag comparing prior If We Win ROE against current Existing Relationship ROE to help RMs make more informed pricing decisions in the current opportunity. Click on the message to view a visual representation. This article will cover configuring, testing, viewing and enabling the skill in PrecisionLender.
In this Article
Configuring and Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:
- Select Testing under the Audiences section.
- In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
- In the General Configuration section on the skill details page, enter the following information to configure the skill:
General Configuration
- Show hyperlink to recent opportunity? When selected, a hyperlink is available when the message is clicked that links to the previously priced opportunity.
- ROE Tag Message – This text is the message the summary tag will display. {{currentROE}} is a placeholder that will be replaced with the current relationship ROE. {{promisedROE}} will be replaced with the 'If We Win ROE' promised in the most recent Closed Won opportunity.
- ROE Visual – Header – This text will display above the Delivered ROE visual. {{promiseDate}} is the date for the most recent Closed Won opportunity. {{exisitingROE}} will put in the total ROE of the relationship on that date. {{promisedROE}} will be replaced by the 'If We Win' ROE total of that opportunity. {{currentROE}} will insert the relationship ROE as it is when the skill runs. {{increaseOrDecrease}} adds the word that fits based on existing ROE compared to promised. {{andOrBut}} adds the word that fits based on current ROE compared to promised.
- Header – Increase Text – The word "increase" that can optionally be inserted into the ROE Visual - Header defined above.
- Header – Decrease Text – The word "decrease" that can optionally be inserted into the ROE Visual - Header defined above.
- Header – And Text – The word "and" that can optionally be inserted into the ROE Visual - Header defined above.
- Header – But Text – The word "and" that can optionally be inserted into the ROE Visual - Header defined above.
- ROE Visual – View Recent Hyperlink – This text is displayed as a hyperlink below the Delivered ROE visual and links to the most recently priced Closed Won opportunity for the selected Relationship.
Select Enable Changes to enable the skill for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
When the ‘If We Win ROE’ message is clicked, a visualization will be shown to give additional context in the change in ROE since the most recently priced Closed Won opportunity.
Tip
Always remember to save the opportunity to apply your changes.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
- Open the configuration and select Copy Config From… to copy all of your configuration settings from the Testing audience.
- Select Enable Changes to enable the skill for the targeted audience.
Note
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.