Hi All - Perhaps I’m missing it, but I couldn’t find an answer in the forum other than it’s not possible, which I find hard to believe.
When a deal is closed, we often split quota credit between two reps. We have this set up in the deal record and it captuers it fine.
The problem is I can find how to generate a report to show the monthly revenue by Rep including the splits. All reporting and dashboard still credit the deal owner with the full deal amount.
What am I missing? This seems like a simple thing. If there isn’t a way to do this, what the **bleep** is the point of the deal split functionality??
Hi @AKlobnock,
Did you select the deal split data source?
Once you do that, you get access to the below in your report: Split deal credit among users
I don’t have a deal split grouping in my deal record. Is this something that is supposed to generated when I enabled deal splits?
I don’t have a deal split grouping in my deal record. Is this something that is supposed to generated when I enabled deal splits?
Hi @AKlobnock,
I’m not referring to the deal record. You were saying that you were trying to generate a report. When you create a custom report (Menu > Reporting > Reports > Create report > Custom report builder), you should see “Deal splits” as a data source.
Ah, my bad… many thanks. I was looking in a single object report. Now I see it under custom reports.
