Overview
Roll Over helps users copy information from one season to another, which is particularly helpful when there are similarities in a deal year to year. Currently, roll over is supported for Deal Assets, Deal Members, and Objectives & Key Results (OKRs). In the near future, we will be introducing roll over files and tasks as well.
Note: Because this tool can make so many changes at once, only admin users may use the roll over feature.
Roll Over Deal Assets
Important: Roll Over Deal Assets does not apply to KORE Sponsorship users. Assets and deals are managed in your CRM.
Within a multi-season deal, there might be different assets to be delivered each season. For this reason, when you connect assets to a deal, they apply to a single season. If the assets for a future season are the same or substantially similar to a previous season, you can save time by rolling over the assets.
(Note: You may also roll over assets to a prior season if necessary.)
Select deals
First, open the Deals page from the menu and click the Roll Over button and select "Deal Assetes/Ratecards".
This opens a search form. Select the seasons to copy from and to, then use the other filters to limit your search if desired. However, the search does not show every deal matching those criteria. Instead, it shows a deal if:
- The deal exists in both the "copy from" and "forward to" seasons, and
- The deal has at least one asset in the "copy from" season that is not currently in the "forward to" season.
Use the check boxes to select or deselect the deals to roll over assets from, then click Next. You may also hover the mouse cursor over the "?" icon in the window title for specific details about what gets copied and what doesn't.
Create missing rate cards
An asset must have a rate card for a season before it can be included in any deals for that season. If any of the included assets don't have a rate card for the destination season, Activate will prompt you before creating them. The rate card information from the originating season will be copied into the destination season automatically if you proceed.
You may optionally deselect any assets which you do not want to automatically create new rate cards for. These assets will be omitted from the rollover.
Complete the Roll Over
The system will prompt you for final confirmation before beginning the process. Click Yes to proceed.
Once finished, the rolled over assets will be listed in that season of the selected deals.
You may also edit the seasonal info for any rolled over asset by selecting it in the Assets tab and opening the edit window. Ensure that you are viewing the correct season, then make the needed changes and click Save.
Roll Over OKRs
If your Objectives and Key Results are substantially similar between seasons, you can save time by rolling over OKRs. The process is very similar to rolling over deal assets and can also be rolled over to a prior season if necessary.
Select deals
First, open the Deals page from the menu and click the Roll Over button and select "Deal OKRs". This action will open the search form.
Select the seasons to copy from and to, then use the other filters to limit your search if desired. This search will return all matching deals that exists in both the "Copy From" and "Forward To" selected years. The roll over action will overwrite existing OKRs in the "Forward To" season if any exist already, and the Key Result Performance value will be reset to 0.
Use the check boxes to select or deselect the deals to roll over OKRs from, then click Next. You may also hover the mouse cursor over the "?" icon in the window title for specific details about what gets copied and what doesn't.
Increase Targets
You will also have the opportunity to increase all Target value for all Key Results in all Objectives by a percentage.
If your target is in percentage and already set to 100%, this increase will not apply. Also if you would like to keep all of your targets the same, just leave this value as 0.
Complete the Roll Over
The system will prompt you for final confirmation before beginning the process. Click Yes to proceed.
Once finished, the rolled over OKRs will be available in the selected "Forward To" season.
Roll Over Deal Members
If your Deal Members are substantially similar between seasons, you no longer have to manually add every member in every season. The process is very similar to rolling over deal assets and OKRs and can also be rolled over to a prior season if necessary.
Select deals
First, open the Deals page from the menu and click the Roll Over button and select "Deal Members". This action will open the search form.
Select the seasons to copy from and to, then use the other filters to limit your search if desired. This search will return all matching deals that exists in both the "Copy From" and "Forward To" selected years. When rolling over deal members, only members missing from the "Forward To" season will be added. Existing deal members will not be removed.
Use the check boxes to select or deselect the deals to roll over OKRs from, then click Next. You may also hover the mouse cursor over the "?" icon in the window title for specific details about what gets copied and what doesn't.
Complete the Roll Over
The system will prompt you for final confirmation before beginning the process. Click Yes to proceed.
Once finished, any missing members will be added in the selected "Forward To" season.