Linking New Scenarios to Deals
Choose Prospect context when creating a scenario to link it to a pipeline deal. The deal's Scenarios tab then becomes the entry point for that model and any later versions saved inside it.
Creating a New Scenario from a Deal
-
Open the deal detail page.
-
Click the Scenarios tab.
-
Click New Scenario.
-
Select an available tool. The creation flow carries the deal ID as Prospect context.
-
Policy Stack creates the linked scenario and opens the builder.
-
Enter the model inputs and click Calculate. Input changes auto-save.
Scenarios Tab on the Deal
The Scenarios tab shows linked scenarios with:
- Scenario name
- Tool type
- Version
- Shared status
Select a row to open the builder. Use Share inside the builder to create or revoke a read-only link. The current interface does not attach an existing scenario to another deal or detach one after creation; create the scenario with the intended context.