Can we include deal splits in a report showing deals created this year by sales reps? The goal is for the report to calculate the total amount of closed deals per salesperson, with the deal split amounts contributing to the total (not as two separate columns but combined)
Hey @Xiawanbai! I understand you’re trying to view the total closed deals per rep. If a deal is split between two users, that deal would count for both of them, right?
Custom reports should allow reporting with Deal splits as a source as @karstenkoehler mentions in Deal Splits Reporting by Rep. Maybe some of our experts on the community can provide more detail. Hey @Gaurav_Aggarwal, @SanjayKumar, @trevordjones do y’all have any pro tips for reporting on deal count per user with deal splits?
Best,
Kennedy