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is there a way I can reflect in the forecast - close won values the opportunities where my Sales Reps are Team members but not opportunity Owners?  so those values count on both (Team member and oppt owner? #Forecasting #Opportunity Team

6 件の回答
  1. 2024年6月24日 8:27

    Hello yes I was aware of opportunity split - taking back this toppic as I´m about to change this maybe for next FY - but in order to take opportunity split my doubt is that if when I enable Forecast targets and for example:

     

    Target Rep 1 = 100

    Target Rep 2 = 150

     

    and they both sales an opportunity with split lke this:

     

    Opportunity value : 50

    Rep 1: = 20% -> 10 (also oppt owner)

    Rep 2 = 100% -> 50

     

    in forecast attaitment it would need to show this;

     

    Rep 1 Attaitment = 10 % ( 10 sold / 100 Target)

    Rep 2 Attaitment = 33% ( 50 sold / 100 Target) 

     

    and not only to show that 

     

    Rep 1 Attaitment = 50% due (50 Sold/ 100 Target)

     

    not sure if this makes my point!

0/9000