Status Quo:
Today any custom goal that is deal-based will automatically include the filter “deal owner is xy”. This blocks me to report on goals where the deal owner changes.
Example: An SDR creates a deal and then hands it of to the AE. Hence, the deal ownership changes. To be able to track different responsibilities we created support fields such as “responsible SDR” and “responsible AE”. The goal of the SDR should also be closed won revenue. This is not possible to track when the deal ownership changes
Idea:
In the Goals tool disable the standard filter “deal owner” and enable that the filter can also be based on different things such as different deal properties e.g. “responsible SDR”.