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This document proposes specific actions to mitigate data quality issues related to required fields on the Opportunity Object to support ongoing opportunity process review. Useful resources: |
Clean-up Action Plan
*total qty last update: 19/06/2024
Stages | |||||||
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Field Label | Record Type (G/P or GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
- | - | Ongoing Opportunities NOT In Gift Handover stage | Fund Raised is NOT NULL | 1 | Alert Opportunity Owners to review and update the stage AND Send report to Manager | Y | |
Dates | |||||||
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Field Label | Record Type (G/P or GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
Close Date | G/P, GIW | Open Opportunities | Close Date in past | 383 | Alert Opportunity Owners to review and update the field AND Send report to Manager | Y | |
Close Date | G/P | Open Opportunities | Close Date in year 2040 onwards | 9 | Update: Send report to Manager | Y | |
Close Date | GIW | Open Opportunities | Close Date in year 2090 - 2300 range | 402 | To Be Discussed | N | It was agreed that this field should not be mandatory for GIW Opportunities |
Out of Scope: Created date later than Stage Date, Solicitation Date in Stage Track (Year) <> Solicitation Stage Date
Amounts | |||||||
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Field Label | Record Type (G/P, GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
Opportunity Amount | G/P | Closed Won (CTD) | Field value < $99 | 246 | Update: | Unsure | Field not consistently used by PG team (CTD) |
Opportunity Amount | G/P | Planning, Solicitation, Gift Handover | Field value < $99 | 34 | Alert Opportunity Owners to update the field with estimated amount AND Send report to Manager | Unsure | Capacity was assessed in Qualification stage |
Ask Amount | G/P | Closed Won | Field value < $99 AND Ask Made = TRUE | 2 | If Gift Amount >100k then Ask Amount = Gift Amount | Y | |
Verbal Acceptance | G/P | Closed Won | Verbal Acceptance = FALSE Ask Made = TRUE | 275 | Set Verbal Acceptance to | Y | |
Ask Made | G/P | Closed Won | Ask Made = FALSE | 136 | Set Ask Made to TRUE | Y | |
Gift Amount | G/P | Open Opportunities | Verbal Acceptance = FALSE | 34 | Gift Amount = NULL | Y | Issue to be confirmed |
Gift Amount | G/P | Closed Won | Gift Amount = NULL | 3 | Gift Amount = Fund Raised | Y | |
Fund Raised Fund Received | G/P | Closed Won | Gift Amount > $99 | 47 | To be Discussed | Y | Issue found in Years 2019 to 2022, Transactions were made |
Contact Roles | |||||||
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Field Label | Record Type (G/P, GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
Academic Lead | G/P | Closed Won (CTD) | Opportunity Lead Source <> NULL | 2 | If the Opportunity Owner is an Active User, alert to update the field | Y | |
Contact Role | G/P | NOT Closed Lost | Contact Roles = NULL and | 48 | Assign Primary Contact as Contact Role of the Opportunity | Y | Rule previously discussed Stakeholders: Polina Nikulina, Alain Gasquet |
Opportunity Component | |||||||
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Field Label | Record Type (G/P, GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
Payment Received | G/P | Closed Lost | Closed Lost Opportunity with Opportunity Component | 2 | If the Opportunity Owner is an Active User, Contact them for deletion | Y | Payment Received and Amount fields in the object are populated |
Teams | |||||||
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Field Label | Record Type (G/P, GIW) | Stages | Issue Description | Issue (Total Qty) | Recommended Action: | Consistently used by staff (Y/N/Unsure) | Additional Comments |
Opportunity Owner | G/P | Pre-Solicitation stages | Opps on Coordinators or Grads as Opp Owners | 2 | Reported for Business decision | Y | |
Opportunity Owner | G/P | Pre-Solicitation stages | Opps on Pre-solicitation stages owned by Inactive Users | 53 | Reported for Business decision | Y | |
Opportunity Owner | G/P | Solicitation stage | Opps owned by Staff NOT in Major Giving team | 29 | Reported for Business decision | Y | Including 25 Opps owned by “House Account” |
Opportunity Owner | G/P | Solicitation stage | Opps on Solicitation stage owned by Inactive Users | 3 | Reported for Business decision | Y | |
Opportunity Owner | G/P | Closed Won | Closed & Solicited Opps owned by Coordinators, Grads or Non-MG Team | 6 | Reported for Business decision | Y | |
Opportunity Owner | G/P | Closed Won | Closed & NOT Solicited Opps owned by Coordinators or Grads | 7 | Reported for Business decision | Y | |
Opportunity Owner | G/P | Closed Won | Closed & Solicited Opps owned by Inactive Users | 454 | Reported for Business decision | Y | |
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