Working with deal sizing insights

What is Deal Sizing?

Deal Sizing is a capability within the APN Customer Engagements (ACE) Opportunities in AWS Partner Central that uses AI to provide automated deal size estimates and AWS service recommendations when Partners create or update opportunities.

AI forecasted MRR estimates

Deal sizing insights provide the median of the forecasted monthly recurring revenue (MRR) ranges based on Partners' historical AWS opportunities, use cases, and business descriptions. Partners should review and update the total MRR as Partners gather more information about the deal and progress through the sales cycle.

AI-Recommended AWS Products

AI-recommended products are identified based on customer business problem descriptions and opportunity details. The AI recommends relevant AWS products aligned with technical requirements and use cases. Partners should review these suggestions and customize the product selection to match the customer's specific needs.

Enhanced Insights with Pricing Calculator URLs

Partners can also import AWS Pricing Calculator URLs to automatically populate service selections and receive enhanced insights including Migration Acceleration Program (MAP) eligibility indicators, optimization recommendations, and potential cost savings analysis.

Understanding Source-Separated Data

Deal Sizing provides insights from two separate sources to give you comprehensive visibility into opportunity value:

Handling Variance Between Sources

When partner-provided estimates differ significantly from AWS recommendations, Partners should:

Accessing Deal Sizing Insights

Partners access Deal Sizing data through the GetAwsOpportunitySummary API action, which returns an extended AwsOpportunitySummary object containing deal sizing forecasts, product recommendations, and optimization insights.

When Deal Sizing Data Becomes Available

Deal Sizing insights become available after an opportunity is created with sufficient customer and project details. The system analyzes the opportunity attributes and generates:

Providing Deal Sizing Inputs

Partners provide inputs for Deal Sizing through the CreateOpportunity and UpdateOpportunity API actions. The system uses opportunity attributes to generate recommendations.

Providing Manual MRR Estimates

Partners can manually enter MRR estimates using the Project.ExpectedCustomerSpend[].Amount field:

{
  "Project": {
    "ExpectedCustomerSpend": [
      {
        "Amount": "25000.00",
        "CurrencyCode": "USD",
        "Frequency": "Monthly",
        "TargetCompany": "AWS"
      }
    ]
  }
}

This field is available to all Partners and can be used to accept AI forecasts by setting the same value or to override with Partner-provided values.

Providing Pricing Calculator URLs

Partners can optionally provide AWS Pricing Calculator URLs via the Project.ExpectedCustomerSpend[].EstimationUrl field to automatically import service configurations and receive enhanced insights including MAP eligibility indicators, optimization recommendations, and cost savings analysis.

{
  "Project": {
    "ExpectedCustomerSpend": [
      {
        "Amount": null,
        "CurrencyCode": "USD",
        "EstimationUrl": "https://calculator.aws/#/estimate?id=abc123",
        "Frequency": "Monthly",
        "TargetCompany": "AWS"
      }
    ]
  }
}

When a valid Pricing Calculator URL is provided, the system automatically calculates the MRR amount from the calculator configuration and populates both the Amount field and detailed product-level spend data in the Partner source of AwsProductsSpendInsightsBySource. Partners should set Amount to null when supplying an EstimationUrl - the system will calculate it automatically.

URLs in invalid formats and URLs that cannot be resolved will be rejected with a ValidationException.

How Amount and EstimationUrl Work Together

You have flexibility in how you provide monthly recurring revenue (MRR) estimates for opportunities. The API intelligently handles various combinations of manual amounts and AWS Pricing Calculator URLs to ensure that your opportunities can always be created successfully.

Using only a manual amount

When you provide only the Amount field, the API saves your manual estimate and sets EstimationUrl to null. This approach is useful when you have a specific MRR estimate from customer conversations or your own calculations.

Example request:

{
    "Project": {
        "ExpectedCustomerSpend": [{
            "Amount": "25000.00",
            "CurrencyCode": "USD",
            "Frequency": "Monthly",
            "TargetCompany": "AWS"
        }]
    }
}

Using only an AWS Pricing Calculator URL

When you provide only the EstimationUrl field:

Example request:

{
    "Project": {
        "ExpectedCustomerSpend": [{
            "EstimationUrl": "https://calculator.aws/#/estimate?id=abc123",
            "CurrencyCode": "USD",
            "Frequency": "Monthly",
            "TargetCompany": "AWS"
        }]
    }
}

Example error response (invalid URL):

{
    "ErrorList": [{
        "Code": "INVALID_VALUE",
        "FieldName": "project.expectedCustomerSpend.estimationUrl",
        "Message": "Invalid Estimation URL: https://calculator.aws/#/estimate?id=invalid"
    }],
    "Message": "The provided Estimation URL is invalid",
    "Reason": "INVALID_VALUE"
}

Providing both Amount and EstimationUrl

When you provide both fields, the API prioritizes ensuring that your opportunity is created successfully:

Key benefit: Invalid URLs never block opportunity creation

This approach ensures that invalid or inaccessible AWS Pricing Calculator URLs never prevent you from creating or updating opportunities. Your manually provided Amount always takes precedence when there's a conflict or validation issue, giving you full control over your opportunity data.

Understanding the Extended AwsOpportunitySummary Data Model

This section describes the response structure returned by the GetAwsOpportunitySummary API action.

The GetAwsOpportunitySummary API action returns deal sizing insights through the new Insights.AwsProductsSpendInsightsBySource structure that provides comprehensive spend analysis with source attribution.

Source Separation: AWS vs Partner Data

Deal Sizing separates insights by source to provide transparency and prevent double-counting:

This separation enables Partners to:

Structure Overview

{
  "Insights": {
    "AwsProductsSpendInsightsBySource": {
      "<AWS | Partner>": {
        "CurrencyCode": "string",
        "Frequency": "string",
        "TotalAmount": "string",
        "TotalOptimizedAmount": "string",
        "TotalPotentialSavingsAmount": "string",
        "TotalAmountByCategory": { },
        "AwsProducts": [ ]
      }
    }
  },
  "Project": {
    "ExpectedCustomerSpend": [ ]
  },
  "RelatedEntityIds": {
    "AwsProducts": [ ]
  }
}

Field Reference

AwsProductsSpendInsightsBySource Map

Source-separated spend insights that provide independent analysis for AWS recommendations and partner estimates.

The Insights.AwsProductsSpendInsightsBySource field is a map containing up to two keys:

AwsProductInsights Object

Comprehensive spend analysis for a single source (AWS or Partner) including total amounts, optimization savings, program category breakdowns, and detailed product-level insights.

Each source object contains the following fields:

Current State Limitation: For the AWS source, TotalAmount, TotalOptimizedAmount, and TotalPotentialSavingsAmount may be omitted when per-product spend recommendations are not available. Partners should reference Project.ExpectedCustomerSpend[].Amount for the total AWS MRR estimate in these cases.

TotalAmountByCategory Object

Maps spend amounts to AWS programs and strategic initiatives:

AwsProducts Array

List of AWS services with program eligibility indicators (MAP, modernization pathways), cost estimates, and optimization recommendations.

Each product object contains:

Null Handling: For AWS-sourced products, Amount, OptimizedAmount, and PotentialSavingsAmount fields may be null when per-product spend recommendations are not available. The system provides total MRR via Project.ExpectedCustomerSpend[0].Amount instead.

Optimization Object

Each optimization recommendation contains:

Examples

Example 1: AWS recommendations Only (Current State)

This example shows the typical response when only AI recommendations are available and per-product spend amounts cannot yet be recommended.

{
  "Catalog": "AWS",
  "Insights": {
    "AwsProductsSpendInsightsBySource": {
      "AWS": {
        "CurrencyCode": "USD",
        "Frequency": "Monthly",
        "AwsProducts": [
          {
            "ProductCode": "AmazonEC2",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          },
          {
            "ProductCode": "AWSLambda",
            "Categories": ["Cost Allocation Tagging", "Pathway - Move to Cloud Native"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          },
          {
            "ProductCode": "AmazonRDS",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging", "Pathway - Move to Managed Services"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          }
        ]
      }
    }
  },
  "Project": {
    "ExpectedCustomerSpend": [
      {
        "Amount": "28000.00",
        "CurrencyCode": "USD",
        "EstimationUrl": null,
        "Frequency": "Monthly",
        "TargetCompany": "AWS"
      }
    ]
  },
  "RelatedEntityIds": {
    "AwsProducts": [
      "AmazonEC2",
      "AWSLambda",
      "AmazonRDS"
    ]
  }
}

Key Points: AWS source shows recommended products with categories but no per-product amounts. Total MRR estimate available via Project.ExpectedCustomerSpend[].Amount.

Example 2: Partner Pricing Calculator Import

This example shows enhanced insights when a partner has provided a valid Pricing Calculator URL.

{
  "Catalog": "AWS",
  "Insights": {
    "AwsProductsSpendInsightsBySource": {
      "Partner": {
        "CurrencyCode": "USD",
        "Frequency": "Monthly",
        "TotalAmount": "32500.00",
        "TotalOptimizedAmount": "30000.00",
        "TotalPotentialSavingsAmount": "2500.00",
        "TotalAmountByCategory": {
          "MAP Eligible": "22500.00",
          "Cost Allocation Tagging": "32500.00",
          "Pathway - Move to Cloud Native": "5000.00",
          "Pathway - Move to Managed Services": "7500.00"
        },
        "AwsProducts": [
          {
            "ServiceCode": "ec2",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": "15000.00",
            "OptimizedAmount": "13500.00",
            "PotentialSavingsAmount": "1500.00",
            "Optimizations": [
              {
                "Description": "Convert to 3-year reserved instances",
                "SavingsAmount": "1000.00"
              },
              {
                "Description": "Migrate to Graviton-based instances",
                "SavingsAmount": "500.00"
              }
            ]
          },
          {
            "ServiceCode": "lambda",
            "Categories": ["Cost Allocation Tagging", "Pathway - Move to Cloud Native"],
            "Amount": "5000.00",
            "OptimizedAmount": "5000.00",
            "PotentialSavingsAmount": "0.00",
            "Optimizations": []
          },
          {
            "ServiceCode": "AmazonRDS",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging", "Pathway - Move to Managed Services"],
            "Amount": "7500.00",
            "OptimizedAmount": "6500.00",
            "PotentialSavingsAmount": "1000.00",
            "Optimizations": [
              {
                "Description": "Optimize Multi-AZ for dev/test environments",
                "SavingsAmount": "1000.00"
              }
            ]
          },
          {
            "ServiceCode": "AmazonS3",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": "5000.00",
            "OptimizedAmount": "5000.00",
            "PotentialSavingsAmount": "0.00",
            "Optimizations": []
          }
        ]
      }
    }
  },
  "Project": {
    "ExpectedCustomerSpend": [
      {
        "Amount": "32500.00",
        "CurrencyCode": "USD",
        "EstimationUrl": "https://calculator.aws/#/estimate?id=abc123",
        "Frequency": "Monthly",
        "TargetCompany": "AWS"
      }
    ]
  },
  "RelatedEntityIds": {
    "AwsProducts": []
  }
}

Key Points: Partner source contains complete spend details with per-product amounts. Optimization recommendations provide actionable cost reduction strategies. Category breakdowns show MAP eligibility ($22,500 of $32,500 total). Products include ServiceCode linking back to Pricing Calculator configuration.

Example 3: Both Sources Present (Comparison Scenario)

This example demonstrates how both AWS recommendations and partner estimates appear together, enabling comparison.

{
  "Catalog": "AWS",
  "Insights": {
    "AwsProductsSpendInsightsBySource": {
      "AWS": {
        "CurrencyCode": "USD",
        "Frequency": "Monthly",
        "AwsProducts": [
          {
            "ProductCode": "AmazonEC2",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          },
          {
            "ProductCode": "AWSLambda",
            "Categories": ["Cost Allocation Tagging", "Pathway - Move to Cloud Native"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          },
          {
            "ProductCode": "EBS",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          },
          {
            "ProductCode": "RDS",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging", "Pathway - Move to Managed Services"],
            "Amount": null,
            "OptimizedAmount": null,
            "PotentialSavingsAmount": null,
            "Optimizations": []
          }
        ]
      },
      "Partner": {
        "CurrencyCode": "USD",
        "Frequency": "Monthly",
        "TotalAmount": "32500.00",
        "TotalOptimizedAmount": "30000.00",
        "TotalPotentialSavingsAmount": "2500.00",
        "TotalAmountByCategory": {
          "MAP Eligible": "22500.00",
          "Cost Allocation Tagging": "32500.00",
          "Pathway - Move to Cloud Native": "5000.00",
          "Pathway - Move to Managed Services": "7500.00"
        },
        "AwsProducts": [
          {
            "ServiceCode": "ec2",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": "15000.00",
            "OptimizedAmount": "13500.00",
            "PotentialSavingsAmount": "1500.00",
            "Optimizations": [
              {
                "Description": "Convert to 3-year reserved instances",
                "SavingsAmount": "1000.00"
              }
            ]
          },
          {
            "ServiceCode": "lambda",
            "Categories": ["Cost Allocation Tagging", "Pathway - Move to Cloud Native"],
            "Amount": "5000.00",
            "OptimizedAmount": "5000.00",
            "PotentialSavingsAmount": "0.00",
            "Optimizations": []
          },
          {
            "ServiceCode": "amazonRDS",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging", "Pathway - Move to Managed Services"],
            "Amount": "7500.00",
            "OptimizedAmount": "6500.00",
            "PotentialSavingsAmount": "1000.00",
            "Optimizations": [
              {
                "Description": "Optimize Multi-AZ for dev/test environments",
                "SavingsAmount": "1000.00"
              }
            ]
          },
          {
            "ServiceCode": "amazonS3",
            "Categories": ["MAP Eligible", "Cost Allocation Tagging"],
            "Amount": "5000.00",
            "OptimizedAmount": "5000.00",
            "PotentialSavingsAmount": "0.00",
            "Optimizations": []
          }
        ]
      }
    }
  },
  "Project": {
    "ExpectedCustomerSpend": [
      {
        "Amount": "28000.00",
        "CurrencyCode": "USD",
        "EstimationUrl": "https://calculator.aws/#/estimate?id=abc123",
        "Frequency": "Monthly",
        "TargetCompany": "AWS"
      }
    ]
  },
  "RelatedEntityIds": {
    "AwsProducts": [
      "AmazonEC2",
      "AWSLambda",
      "EBS",
      "RDS"
    ]
  }
}

Key Points: Both sources present: AWS recommendations ($28K total) and Partner calculator ($32.5K total). AWS recommendations show 4 products; Partner calculator shows 4 products (3 overlapping). Partners can compare AWS recommendations against their detailed estimates. AWS total available via Project.ExpectedCustomerSpend[].Amount.

Best Practices

Handling Null Values

Optimization Recommendations

Monitoring for Updates

API Integration Patterns

Data Quality and Accuracy