DFX5 · Opportunity Activity — Unified view mockup

How to evaluate this mockup

This is the DFX5 Activity tab on a Master Opportunity — Bancolombia Modernization Program, $1.62M rolled up from 4 sub-opportunities.
The 4 sub-opportunities are exactly as you specified: SOW ($1.35M), Technical Support ($220K), POC ($30K — AWS funding), and MAP Assess ($20K — AWS funding). Total sums to $1,620,000 on the Master.
AWS ACE Submissions are linked to the appropriate sub-opps: Connect MAP submission → SOW, Bedrock pilot → POC, MAP Assess funding → MAP Assess. The ACE record for MAP Assess is in AWS stage "Launched" (the AWS funding got approved), while POC is still in Qualified.
The MAP Assess sub-opp is Closed Won — short pre-engagement (typical for MAP Assess), AWS funding paid out, customer signed off. Now flows into a MAP Mobilize or Migrate phase as a separate future Opportunity.
Sidebar: MEDDPICC (6/8), Commission preview ($1.62M rollup with Partner Investment exclusions noted), Approval status (Tier 3 pending CEO sign-off).
Next Steps grid consolidates open next steps from the Master + 4 children + 3 linked ACE records. Click pencil to edit inline.
Change History grid at bottom — filterable by record, field, source. Note the Master rollup row firing automatically when a child Amount changed.

DFX5 · Salesforce Sales Enterprise · Opportunity record · DFX5 Activity tab (Master Opp scope)

Mockup — for design review

Sales

Home

Accounts

Opportunities

Leads

Tasks

Opportunity

Bancolombia Modernization Program Master

Account

Bancolombia S.A.

Rolled-up Amount

$1,620,000

Sub-opps

Program Close

12/31/2026

Owner

Roberto Méndez

Program initiated

Discovery active

Mixed execution

Partial close

Program complete

Details

MEDDPICC

Competitive

AWS ACE

Sub-opportunities

DFX5 Activity

Chatter

Rolled-up Amount

$1.62M

weighted $1.23M · +$50K this week

Sub-opportunities

3 open · 1 won

$1.60M open · $20K won · 1 stale >30d

AWS ACE alignment

2 / 3 aligned

1 aligned · 1 pending · 1 with 3 deltas

Next Steps

6 open

1 overdue · 3 due this week

Sub-opportunities

4 records · rolled up to Master Amount $1,620,000

Total

$1,620K

across 4 sub-opps

Won

$20K

1 · MAP Assess

Open

$1,600K

3 · weighted $1.20M

Avg age

38d

1 stale >30d

Sub-opportunity	Type	Stage	Amount
Amazon Connect Implementation CX · R. Méndez · Close Jun 30	SOW	06 Verbal	$1,350,000
Connect Premium Support 24x7 · 1yr · R. Méndez	Tech Support	05 Proposal	$220,000
Bedrock POC AWS-funded · A. Castro POC	Partner Inv	03 Discovery	$30,000
Cloud Foundation Assessment AWS-funded · R. Méndez MAP Assess	Partner Inv	08 Won	$20,000

ACE

AWS ACE Submissions across sub-opps

3 records · 2/3 aligned with AWS AM

ACE Record	Linked Sub-opp	AWS Stage	Sync	Alignment
Connect MAP submission O-1247892 · $112.5K /mo	Amazon Connect Implementation	Tech Validation	Synced	Aligned
Bedrock pilot O-1247898 · $2.5K /mo	Bedrock POC	Qualified	Pending	3 deltas
MAP Assess funding request O-1247521 · $20K one-time	Cloud Foundation Assessment	Launched	Synced	Aligned

Next Steps

Master + sub-opps + linked ACE records · click pencil to edit

Connect Implementation Stage 06 · SOW

Send revised SOW to Bancolombia legal incorporating the data-residency clauses from May 22 review call. CTO sign-off targeted for June 12.

Due Jun 12 · 18d

Roberto M. 2h ago

ACE: Bedrock pilot Qualified · O-1247898

Schedule executive demo with Bancolombia innovation team for week of June 2. Coordinate with AWS Bedrock TFC for use-case validation.

Due Jun 2 · 8d

Roberto M. from AWS AM

Bedrock POC Stage 03 · Partner Inv

Confirm POC scope with Innovation Lead — narrow from 4 use cases to 2 to fit 6-week timeline.

Due May 23 · OVERDUE

Andrea C. 3d ago

Connect Premium Support Stage 05 · Tech Support

Send revised SLA terms — Bancolombia VP Operations requested 99.95% uptime SLA (was 99.9%). Pricing impact reviewed with finance; modest premium.

Due Jun 5 · 11d

Roberto M. yesterday

ACE: MAP Assess funding Launched · O-1247521

Submit final MAP Assess deliverables packet to AWS within 10 business days of close to claim the $20K funding. Use Jennifer Liu (PSM) as primary AWS contact.

Due May 30 · 5d

Roberto M. from AWS PSM

Modernization Program Master

Plan executive briefing for Q3 — share consolidated program roadmap with Bancolombia CEO + CTO. Target late July.

Due Jul 20 · 56d

Roberto M. 2d ago

MEDDPICC

6 of 8 passed

Metrics

Econ Buyer

Decis Crit

Decis Proc

Paper Proc

Impl Pain

Champion

Competit

Score: 6 / 8 — qualified for Stage 06+

Commission preview

Estimated · varies by close

Deal type

New Logo · Master

Commissionable

$1,570,000

EAM rate (2.50%)

$39,250

ISR split (1.12%)

$17,584

Multiplier tier

1.25× (110% quota)

Projected total

$71,043

Note: Partner Investment sub-opps (POC $30K + MAP Assess $20K = $50K) excluded from commissionable revenue — AWS-funded engagements don't generate commission per the Sales Commission Addendum. Master Opps don't trigger commission directly; numbers above reflect roll-up from the 2 commissionable children (SOW + Tech Support) at projected close.

Approval status

Tier 3 ($1M+ TCV)

Roberto Méndez

Submitted May 20, 09:15

VP Sales — F. Castillo

Approved May 21, 14:30

CEO — D. Finol

Pending · 4 days in queue

Change History

All tracked changes across Master + 4 sub-opportunities + 3 linked ACE records

Both Opps ACE All Stage Amount Close Date Next Step All UI AWS sync Rollup

When	Record	Field	Change	By	Source
9:42 AM Today	ACE: Bedrock pilot O-1247898 · via Bedrock POC	Sync Status	Synced → Pending	AWS System sync	AWS
9:30 AM Today	Connect Licensing 3yr Sub-opp · Licensing	Stage	03 Discovery → 04 Technical Validation	RM Roberto Méndez	UI
Yesterday 2:18 PM	Bedrock POC Sub-opp · Partner Inv (POC)	Amount	$25,000 → $30,000 (+20%)	AC Andrea Castro	UI
Yesterday 2:18 PM	Modernization Program Master · auto rollup from Bedrock POC	Amount	$1,615,000 → $1,620,000 (rollup)	SYS Rollup trigger	SYS
May 23 11:00 AM	Connect Implementation Sub-opp · SOW	Close Date	Jul 15, 2026 → Jun 30, 2026 (-15d)	RM Roberto Méndez	UI
May 23 9:18 AM	ACE: Connect MAP O-1247892 · via Connect Implementation	AWS Stage	Qualified → Technical Validation	AWS System sync M. Gonzalez (AM)	AWS
May 22 4:45 PM	Connect Premium Support Sub-opp · Tech Support	Next Step	Send standard SLA → Send revised SLA terms with 99.95% uptime	RM Roberto Méndez	UI
May 22 10:15 AM	ACE: Bedrock pilot O-1247898 · via Bedrock POC	Expected MRR	$12,000 /mo → $15,000 /mo (+25%)	AWS System sync M. Gonzalez (AM)	AWS
May 20 9:15 AM	Connect Implementation Sub-opp · SOW	Stage	05 Proposal Sent → 06 Verbal Commit	RM Roberto Méndez	UI
May 18 3:20 PM	Cloud Foundation Assessment Sub-opp · Partner Inv (MAP Assess)	Stage	07 Contract Review → 08 Closed Won 🎉	RM Roberto Méndez	UI