we'd like to use the overlay split to assign more than 100% for oppty team members. That is working fine.
But as soon as we are using the forecast tab and viewing the pipeline from a manager or all company view, that opportunity value of 100% is getting artifically increased by the counts of the overlay splits. So our Head of Sales suddently thinks that oppty has a value of 3000k (since there have been 3 x 100 overlay splits) rather than the actual and true value of 1000k (100%). How can we prevent that the roll-up will sum up all the overlay split values?
Many thanks,
Philipp
답변 1개
Hi Philipp,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Sales Cloud group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001sArCAI
Hope this helps.
Regards,
Jayson
