web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Using Product to track Sales of reps

(0) ShareShare
ReportReport
Posted on by 30

Thanks for taking timeout and reading the query.

We have few products; and few sales reps.  I need a way to track sales of the individuals based on revenue they make.  I understand that this can be tracked when Opportunity is marked as Won and Revenue can be entered.  However, its manual and prone to errors. We would then like to incentivise individuals based on revenue they make for company.

I need some help in setting up the flow of data in the following manner... track the product right since the lead is created along with what revenue the lead will close at.  There is an option of Est Revenue; but it is alwas at 0...I have tried Products/Price Lists/Unit Groups but could not get this working.

Can somebody help....I just want to track Leads or opportunites with sales reps and revenue they generate.

Ravi.

*This post is locked for comments

I have the same question (0)
  • Gus Gonzalez Profile Picture
    27,113 on at

    What revenue type do you have at the opportunity?

    Products/Line Items will only add up if the revenue type is set to "System Calculated".

  • Ravikant Profile Picture
    30 on at

    Gus, thanks for your reply.  If you mean under the heading "Forecast Information" then the Revenue is set to "System Calculated"...If there is any other place where I need to set Revenue Type then I am not sure where that is...

  • Verified answer
    Ravikant Profile Picture
    30 on at

    Never Mind...there was a flaw in the procedure i was following....Just to ensure any one else doesnt fall for this...

    Everything was all aright...except.....

    You have to click on Line Items in the Opportunity from Left Pane.

    Click inside the Line Items box.

    From the Ribbon enter "Add New Opportunity"

    Select Product.

    Select unit.

    Define Quantity.

    Hit Save

    I know....this was simple.....But only after I knew it.  Thanks for your time Gus.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans