Deal Profile
You can access the Deal Profile by clicking on the Deals from the left navigation pane and then click one of the deal names under the Name column. The Deal profile will display. On the Deal profile, you can add or update the rev types and outlets under the Pending Dollars Section.
After Admin or your manager has set the Revenue types for outlets, any existing deals that you had will retain the revenue type that was previously selected. However, if you choose to update the revenue type in the future, you will only be able to select from a preconfigured combination. Over time, all deals will straighten themselves out and greater accuracy will be achieved. Note that if you don' t see the wanted rev type on the rev type drop down, you may contact your manager or admin to add the rev type for the outlet.
Deal Preferences
You can access the Deal Preferences by clicking on your name on the upper right, selecting Profile, and clicking the Preferences tab.
Your deal preferences may have been adjusted after Admin or managers has configured the revenue type for outlets. For example, if you had previously created a deal preference combination of WAAA and Digital Direct and the Admin did not specify Digital Direct for WAAA, then that preference will be removed so that no future deals will be automatically generated with this combination.
Additionally, when reconfiguring your deal preferences, which we highly recommend you look at again, you will only be able to create combinations that are valid just as you would on the deal itself. To set up Deal Preferences, please click this link for the instruction Monarch FAQ - Setting Preferences Overview
