Hi All,
i’m trying to setup goals (Sales > forecast) with users who have split deals. Unfortunately the split is not caculated over de sales reps? the whole deal value is visable instead of the split amount.
Any ideas on fixing this?
Thanks,
Rogier
Hi @Drwatson123 ,
Unfortunately this is not currently possible, but I agree it is needed. I recommend upvoting and commenting this Idea in the ideas forum. The Product Management team does use it for prioritizing development.
Hey @Drwatson123
have you tried creating a calculated property to solve this momentarily?
Hi Maria,
can you please help me setup a example? How can I use a deal split in a calculated property to get this solved?
Thank you very much for reaching out.
Rogier
Hi @Drwatson123,
Good news, there’s been an update on this:
Deals
Respect deal split percentage in forecast rep view
Feb 15, 2024
What is it?
When bulk-selecting deals to include in a forecast submission from the forecast rep view, the deal split amounts will now be used where applicable rather than the total deal amounts. This guarantees that no deal amounts are doubly counted in submissions and reps are only submitting the amount that’s attributed to them.
Additionally, the Amount in Company Currency and Weighted Amount in Company Currency properties now reflect the deal split amount when applicable.
Why does it matter?
Before today, selecting deals to include in a forecast submission meant rolling up the total amount of each selected deal, regardless of deal splits. This meant if two reps each owned 50% of a deal and they both included that deal in their submission via the bulk select method, that deal amount would be doubly counted in the total team forecast, falsely inflating the numbers. Now, submissions made for deals with splits applied will more accurately reflect total potential revenue at both the rep and team level.
In this same rep view, the Amount in Company Currency and Weighted Amount in Company Currency properties previously reflected the full deal amount rather than the deal split amount when applicable. As a result, users would see differing values for Amount and Amount in Company Currency or Weighted Amount and Weighted Amount in Company Currency. Now, these amounts will be consistent across all four default currency properties.
How does it work?
Navigate to the forecast tool and click on the name of the rep you’d like to make a submission for. Use the checkboxes on the left to mark the deals you’d like to include in your forecast. Notice that the amount being submitted respects deal split amounts, rather than the deal totals.
If your submission includes deals with deal split applied, there will be a deal split symbol next to the Amount total at the top of the table. If a deal split is applied, you’ll also see the deal split percentage in the respective amount column of the deal table below when making your selection.
Who gets it?
Sales Enterprise
Best regards!
Not sure why this post is solved. It is far from solved. The admin should be able to choose whether a deal split impacts commision and/or quota retirement.