The Deal Calculator replaces the deal-structure spreadsheet. You fill it in from your opportunity, submit it, and the approved version stays in Winston as the record.
Required when Year 1 ACV is over $500KFive steps. Save as you go with the button at the top right; nothing is sent until you submit.
In My Deals, open the deal, go to the Calc tab and click Start calc for this deal, then Start calculator. You can also click New calculator in the Deal Calculator and search by account name.
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Customer, opportunity, AE and close date come from Salesforce and can't be edited here. Pick the quote you're pricing; it defaults to the primary quote.
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Every question must be answered before you can submit. Set Cancel / Rewrite and Drawdown Deal carefully, because both change who approves.
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Click Add product, set the dates and Qty, then enter a Price / License or a Disc %; the other one fills itself in. The arrow next to a line's dates copies them to every line below.
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The summary strip shows TCV, ACV and Blended Discount, and On submit this goes to: names your approver. When Before you can submit is empty, click Submit for approval.
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Winston runs its checks and routes the calculator. Slack DMs you a receipt naming the approver.
Checked top to bottom; the first match decides.
That version is locked in as the approved record.
Read the note, click Revise, fix and resubmit.
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Tap a question to open it.
The approver's note is at the top of the calculator, and Slack DMs it to you too. Click Revise: it opens a new version with your numbers already filled in. Make the changes and submit again.
Changed your mind? Click Discard on the revision and the previous version comes back.
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Yes. An approver can adjust the numbers and approve in one step. Slack DMs you a list of every change. If their edits push the deal into a higher approval tier, it goes to that tier instead, and you're told.
Open it and click Revise. The new version needs its own approval; the approved version stays on record until the new one is decided.
Click + on the scenario tabs. It copies the current numbers into a new tab and leaves the original alone. Edit each tab, then click Submit N scenarios for approval to send them together. The approver decides each one.
Every scenario must pass its checks first, and the set is routed at the highest tier among them. Delete a never-submitted scenario with the × on its tab.
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Fix it in Salesforce, then click Refresh from Salesforce (the circular arrow on the From Salesforce card). Winston re-reads the opportunity and updates only those fields.
Renewal or expansion: add the customer's current order lines in the existing-order table.
Cancel / Rewrite = Yes: pick the earlier opportunity, upload its order form, tick the existing lines being cancelled and explain why. These deals always go to Jeremy Anderson.