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 réponses
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.