1. To enter edit mode, click the Pencil icon located in the top-right corner of the Opportunity View page.
2. Once in edit mode, the pencil icon is replaced by an Undo button. Clicking the Undo button will discard all unsaved changes and exit edit mode without committing anything.
3. To commit changes, click the Save button.

Date Fields

Field	Required	Description
Internal Decision Date	Yes	The date by which an internal decision about whether the opportunity will materialize should be made.
Customer Decision Date	Yes	The date by which the opportunity should be confirmed with the Customer.
Activation Date	Yes	The date from which the opportunity is considered valid and active. This date also determines the start of the 12-month impact phasing in the Impact panel.

Business Rule — Date Order Enforcement: The three date fields enforce the following ordering constraint: Internal Decision Date ≤ Customer Decision Date ≤ Activation Date. The date pickers enforce this logic and will prevent invalid selections.

Predict Feature (Pricing Only)

When Change = Pricing is selected, the Predict button becomes available. This feature uses price elasticity modeling to generate volume predictions based on the configured pricing change.

Three model types are available, each more advanced than the previous:

1. Basic — The standard prediction model that doesn't use any AI, available for all scope configurations.
2. Regression — A more advanced model that uses AI and Base Retail prices. This model requires the opportunity to be scoped at the Customer planning level (C1) AND the Product planning level (P1). It cannot be used if a Customer entity (CX) or a Product entity (PX) is selected in the Info panel.
3. Hierarchical — The most advanced and accurate model that uses our most sophisticated AI methods, available for all scope configurations.

When Change = Pricing is selected, a Model Type dropdown appears. This dropdown only displays if an advanced model (Regression or Hierarchical) is available based on the current scope and the models are configured for your environment.

Business Rule — Data Prerequisite for Advanced Models: Using the Predict feature with either advanced model (Regression or Hierarchical) requires structured POS data supplied by a syndicated data provider (e.g., NielsenIQ, Circana, SPINS) that is systematically loaded into UpClear’s advanced modeling ecosystem. Enabling this requires setup and coordination with your UpClear point of contact to determine: the exact structure of the provider’s data files as they correspond to your environment, the anticipated timing of the data being provided, and sufficient data quality — the latter assessed and confirmed by UpClear’s dedicated Delivery team.

Business Rule — Regression Model Scope Restriction: The Regression model cannot be used if a Customer entity (CX) or Product entity (PX) is selected in the Info panel, as this model requires Base Retail prices which are only available when both the Customer and Product are at the planning level (C1 and P1).

1. The first column's start date matches the Activation Date and ends at the last day of that same month.
2. All subsequent columns represent a full calendar month, from the first to the last day of that month.

1. When pressed, the system retrieves the proportional volume projections for each Customer, Product, and Time period from the volume planning data in BluePlanner.
2. These proportions are converted to absolute amounts and applied to the VOLUME and VOLUME % cells.
3. GROSS REVENUE is also calculated at this time based on the populated volume and base prices, with any Pricing change percentage defined in the Business Changes panel applied to those prices.

1. After manually editing VOLUME cells, click the Apply Volume Phasing button to cascade the GROSS REVENUE and all downstream P&L metrics to reflect the revised phasing.
2. The system applies the same underlying volume proportions from the projected volume data for all cells within the matching Customer, Product, and Time scope.

1. To view comments, click the Comment icon at the top-right of the Impact panel. The comment panel will display who made the last comment or data change, and when it occurred.
2. Cells that contain comments are marked with a small purple triangle in the top-right corner of the cell.
3. When a cell's data or comment has been changed but not yet saved, the cell displays an orange border and/or orange triangle to indicate there are unsaved changes.

Key Business Rule Summary

1. Access Rights: Workflow advancement and edit/delete permissions are role-based and status-dependent
   
2. Date Order Enforcement: Internal Decision Date ≤ Customer Decision Date ≤ Activation Date (enforced by date pickers)
   
3. Data Prerequisite for Advanced Models: Advanced prediction models (Regression and Hierarchical) require syndicated POS data loaded into UpClear’s modeling ecosystem, set up with an UpClear contact and validated by the Delivery team
4. Regression Model Scope Restriction: Regression prediction model requires C1 + P1 scope (no CX or PX)
   
5. Hierarchical Model Data Threshold: The Hierarchical model needs approximately 200+ observations per Product (P1) to be statistically significant
6. Spend Phasing: Spend phasing is independent of volume proportions
   
7. Scope Change Realignment: If Customer, Product, or Activation Date changes after impact is captured, re-calculation is required before saving