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I've got a situation where I have two salespeople working on one Opportunity together and they are requesting a way to show their revenue split of that Opportunity in a way that will attach to their monthly goal. Currently whoever closes the Opportunity receives all the revenue credit towards their goal and the other person sees nothing in goal progress or in our dashboards.
This used to happen maybe once every few months so a quick workaround was to just create an additional financials tab on the billing section of the Opportunity. The user would select that additional details were needed and then a name and amount field would populate. Easy peasy... Now it's happening A LOT and our users are are looking for a better way to track this against their individual revenue goals.
Before I go down the customization rabbit hole... I wanted if it's even possible to split Revenue between two Users in a way that creates a Relationship between them, the revenue, and the Opportunity.
There is no OOB way to achieve it.
So I would recommend sharing this idea with Microsoft first.
An alternative solution I can think of is to use child goal and child opportunity to represent the goal progress of a single salesperson separately.
Here I demonstrate an opportunity have two salespeople, User 1 and User 2. User 1 is the main salesperson.
Create 1:N relationship between Opportunity and Opportunity. This creates a parent Opportunity and multiple child Opportunities.
User 1 is the owner of the parent Opportunity, User 2 is the owner of the child Opportunity.
The Opportunity products they each win are added to their respective Opportunity.
Create individual goals for each sales person. The owner of Goal A is User 1, the owner of Goal B is User 2.
Goal A and Goal B are both child Goals, then create Goal C as the parent Goal, its owner is User 1.
In the Goal, under 'Goal Criteria' tab, set 'Roll Up Only from Child Goals' as Yes.
In this case, we can see the goal progess of the entire opportunity through Goal C, and see the goal progess of the User 1 (parent Opportunity) through Goal A, and see the goal progess of the User 2 (child Opportunity) through Goal B.
However, this solution has a disadvantage that the opportunity products won by two salespeople cannot be superimposed. That is, some large discounts cannot be applied (the number of products is separated into the opportunity of each salesperson).
So overall, we expect Microsoft to develop the OOB feature.
Did my answer help you?
Do you have any other questions?
As you said you have already created billing and financial related fields, it would be better if you create Salespersons goals via that financial field and not Est. Revenue or Actual revenue.
You can add a real time workflow which can stop the 'close as won' process if these financial fields are not filled by users.
Just seeing this...thank you for the reply. I'm going to take a look and see if it's something I can put together for our users.
Thank you for the suggestion Prashant. I'm going to take a look at both options and see what works best for us.
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