To help you generate a complete view of your accounts, you can add advertiser agency relationships to your accounts. With the help of these relations, you are able to see who conducts business with whom and how much revenue those relations generate. Also read how to work with 4.16 How to handle Commitments (Financial Agreements).
| Table of Contents |
|---|
1. Related List Advertiser-Agency Relation
...
If you click on the button Status Report a ADvendio Report opens to list all the media campaign which are related to this record. There you find how much revenue has been created and how full your pipeline is for this advertiser-agency pair. You can modify this report to your needs.
Example:
3.2 New Media Campaign
Create a new media campaign by clicking on this button. It will auto-populate the fields Account - Agency and all three discounts if those were filled in the relation. (Administrators! If you are using record types for your Media Campaign please refer to 8.2.4 Build your own "New Media Campaign" Action Button)
3.3 Revenue Forecast
Using the Revenue Forecast button opens the Revenue Forecast Visual Force Page to have you enter expected revenue for this relation. Read more here: 4.10 Sales and Site Goals and Revenue Splits (Forecasts(Budgeting and Forecasting)