Our sales team uses Opportunity Splits as well as Partner Accounts. And like I mentioned above, no this is not the portal partner accounts. We use these Partner Accounts to show Broker influence on deals. I am hoping to find a way to create a report that can display both of these metrics that spin from the Opportunity. And I'm hoping to pull not only the Partner Accounts marked as primary on the Opportunity.
I realize a joined report could achieve this but struggle with it's limitations. I'm certian a dashboard will be need to represent this data.
I'm looking for a report that can showcase both Opportunity Split information AND Partner Role information. Currently, the standard Opportunities with Opportunity Split Report Type will only show me the Partner Account marked as Primary. Looking for a Report Type solution or a workaround to get me that additional Partner info from the associated Opportunity.
Anyone have ideas on how to tackle this?
Hi Shraddha,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Reports & Dashboards group below to collaborate with the experts for best practice and advice.
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDKCAY
Hope that helps.
Regards,
Jayson