Skip to main content

How does one report on a product that was not won in a single opportunity. For example -

 

We create our opportunities based on Country. We offer multiple services (products) within each country and we bid on those services.

 

What happens when we win 2/3 of those services?? We close the opportunity to Closed Won? How do we track the services we did not sell in the opportunity? What if we win only 1/3 do we then call it Closed Lost because we lost the majority of the deal?

 

How do other firms deal with this? 
3 Antworten
  1. 17. Sept. 2010, 16:33
     You might want to consider cloning the Opportunity (1 Won, 1 Lost) and putting all of the Products sold in the Opportunity Won and the unsold in the Opportunity Lost.
0/9000