Hi Guys,
I have a requirement to split sales rev between different sales reps depending on who worked the deal. So not a simple case of using teams here i dont think.
Currently we report all of our wins from the owner of the opp, so 1 sales person owns the Opp meaning he gets the revenue associated to him/her on the sales leaderboard. This doesnt tell the full story as several sales reps may have worked on the deal and see themselves way down the leader board.
What I am trying to do is create a field where 2/3 different owners can be associated with the win. My attempt is the sales person can add in the various different owners and I have a % field that allows them to add the level they want to give to give to the other sales person depending on the work they did. THis will be a calculated field which Im good with.
Im wondering how do i report this on a dashboard as I could have the situation where Owner 1= John, Owner 2= Dan, Owner 3= David on one opp but the next opp it might be Owner 1= Dan, Owner 2= David, Owner 3= Dan etc
Any help is welcomed.
Jason
