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Help would be really appreciated.
Looking for some insight into how I can track and report the following in CRM..........
Scenario is that when a sale is completed in CRM for certain products our sales people only get credited with 50% or 75% of the sale value against their performance targets.
At the moment when we look at sales performance we can only see the 100% value of sales for each team member then revert to manual trackers to capture daily / weekly / performance manually applying the 50% cut for example, would like to see this in CRM.
Is there any way round this in CRM so we can see something like.....
Columns = Product / Sales Person A / Sales Value Confirmed (100%) / Sales Value for Performance (50%)
Result - XYZ / John Smith / £25,000 / £12500
Many thanks in advance.,
Hello First DMC -
There are a few ways to achieve this. Here is one (and this presumes that your sales staff closes their Opps as Won and that Actual Revenue is what you wish to go on).
1. Create a custom field, let's say named "SVP" on the Opportunity. This is a Currency field, and it's Field Type = "Calculated"
2. Click "Edit" when creating that field (button next to the Field Type) and then edit the field as shown below. (the condition is optional, really, but it's designed to illustrate that you can set some kind of condition where it may be 50% based on something and 75% based on some other thing)
3. Put the field on any forms or views you like and then publish changes.
4. Close an Opportunity. Check the field value as shown below.
Here is how it might look on a view ...
Few little things:
-- This works if you consider a Won opportunity a "sale".
-- You mention "Product" - well, as you probably know there is a one-to-many relationship between an Opportunity and Products (or, technically, Opportunity Products). So if a sale is comprised of multiple products, each of which may have a different SVP, then this method above is too simple for your situation. But perhaps the principle can be applied.
-- You can rename the columns (fields) in the view I have shown above to precisely match your vernacular that you show in your original post. So "Owner" becomes "Sales Person", "Actual Revenue" becomes "Sales Value Confirmed", etc.
-- I've worked on projects where the "one-to-many" relationship between Opp and Product Line creates limitations. For instance, you can't grab values on a related entity record for conditional statements (like ... "If Actual Value contains data AND "Product Type" = "Something" ... set SVP to 75% ELSE ... 50%). One some projects, we have solved those issues by creating what we call a "Primary Product" - which is actually a lookup on the Opportunity to ONE product. This opens up possibilities such as including columns from the product table on vies of Opportunities, conditional statements, and such.
Hope this helps - if it does, please mark it verified.
Thanks for responding Owen, will give this a try.
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