WL tracking explained

WL tracking helps your team measure whitelist-related deal performance clearly. In CollabOS, deals can track three important whitelist numbers. The three WL metrics

Requested WL

This is how many whitelist spots your team asked for.

Approved WL

This is how many spots were actually approved.

Delivered WL

This is how many spots were successfully fulfilled or delivered.

Why WL tracking matters

These numbers help your team understand:

• whether asks are realistic
• which partners approve strong allocations
• whether delivery matches approvals
• how effectively managers are handling WL-related deals

Example

If your team asks for 100 spots, gets 60 approved, and delivers 55, the deal would show:

• Requested WL: 100
• Approved WL: 60
• Delivered WL: 55

This makes performance much easier to evaluate.

What WL tracking helps reveal

WL tracking can show:

• approval efficiency
• delivery efficiency
• partner quality
• operator performance
• realistic future planning

Common mistakes

Common WL tracking mistakes include:

• only recording requested numbers
• forgetting to update approved counts
• never updating delivered values
• treating estimates as confirmed approvals

💡Best practices

• update requested WL when the ask is made
• update approved WL only when confirmed
• update delivered WL after fulfillment
• review these numbers when evaluating deal outcomes and team performance