Campaigns
Manage lead sources and campaign performance.
| Campaign ID | Name | Status | Channel | Owner | Dates | Next Follow-up | Budget | Leads |
|---|
Leads
Qualify prospects and convert them into one or more deals.
| Lead ID | Lead | Campaign | Partner | Contact | Owner | Status | Created | Next Follow-up | Follow-up Status | Deals |
|---|
Deals
Tasks
Outstanding and completed work.
| Task ID | Title | Status | Priority | Due | Assigned To | Related Records | Subtasks | Activities | Action |
|---|
Activities
Global activity timeline.
| Activity ID | Tags | Occurred At | Created By | Summary / Description | Campaigns | Leads | Deals | Tasks | Action |
|---|
Tasks
Select a record to view Tasks.
No Tasks related to this record.
Invoice Period Progress
| # | ID | Deal Name | Entity | Period | Start | End | Invoiced | Status | Go Invoice No | Retailer Invoice Submitted Date | Retailer Payment Due Date | Partner Invoice Submitted Date | Partner Paid Date | Actual Invoice Amount | Estimated Invoice Amount |
|---|
Activities
Select a record to view activities.
Activity Timeline
No activities related to this record yet.
Retailer Notes
Retailer notes will appear for the deal's retailer.
No retailer notes logged for this retailer yet.
Untitled Entity
New Deal
Manage List
| Name | Type | Actions |
|---|
Manage Entities
Find, create, rename, select, or delete Entities.
| Name | Actions |
|---|
Manage Market Participants
Search, edit properties, and manage shared notes.
No market participants match the current filters.
Select a market participant to edit properties and notes.
Notes
Shared notes for this participant.
No notes logged for this participant yet.
Offer Comparison
Open Offer Comparison from Deals to select a deal.
| Retailer | Term | Type | Status | Peak | Shoulder | Off Peak | Total |
|---|
Add/Edit Offer
Preview
Open Versions to select a revision for preview.
Open the Report tab to preview the executive comparison output.
Market Report Settings
Edit the reusable prompt and default template that feed new market reports.
Market Reports
Create, save, reopen, and export monthly market energy reports.
Monthly Market Energy Report
No report selected.
0 words
Edit the report directly in the document. Save reports to the list on the left and export to PDF when ready.
Commission Report
Generate an Excel commission report for a selected partner.
Invoice Rules
| ID | Name | Retailer | Type | Cadence | Active | Commission Formula |
|---|
New Invoice Rule
Audit Log
| Time | Action | Table | ID | Path |
|---|
Saved Views
Manage personal and shared list views across Mjolnir.
| Name | Workspace | Visibility | Owner | Updated | Actions |
|---|
New User
Users
| ID | Display Name | Role | Active | Last Login |
|---|
Allocate Invoice
Selected invoice period rows will be attached to this invoice.
New Deal
Deal List Settings
Choose which columns appear in the deal list.
Manage List
| Name | Actions |
|---|
New Campaign
New Lead
New Activity
New Task
Save View
Visible Columns
Date Conditions
Reset Password
Confirm
Are you sure?