I'm trying to set up revenue goals. However, I'd like to set them up in a way that allows the opportunity's actual revenue to be added to the goal for each user that worked on the opportunity and not just opportunity owner's goal. How can I set this up with the out of the goals.
Thanks in advanced
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If the user was part of a specified group of users that worked on the deal, then the opp would be counted to their individual goal.
I did some more playing around with goals and found a solution. I'm using the Sales Team connections to identify who is working on the opp and then updating the rollup query to use opportunity records that contain Connections where the Connected From = user record.
Hi,
there is no association between the opportunity record and those other users, so you'll probably have to start by setting up some sort of relationship.
How is it supposed to work I wonder? If another user goes to the opportunity and updates a single field there, would it mean this opportunity should be counted towards the goal for that user?
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