HubSpot Ideas

ANisch

Revenue goal progress should account for and show deal splits allocations

Currently, if two or more users split a deal, the deal owner still gets 100% of the deal allocated towards their revenue goal progress. The other users get no allocations.

 

This makes little sense.

 

If a deal is split between two or more users, then the allocated % split of the deal should proportionally count against each user's individual revenue goals progress.

14 Commentaires
JOakley
Contributeur

Yes!  This!  The deal splits is great, but essentially useless if the percentages can't be applied to staff to track against their quota's.  Help!

nperry3
Membre

Agree with everything said above!! We encourage team sales and want to be able to show this on sales to quota dashboards. 

Much like the comment above there is no point to having that in the system if there is not a data point to reflect on reports and be pulled into something like QuotaPath for tracking commission. 

TrujayJay
Contributeur de premier rang | Partenaire solutions Elite

This is so needed. It's great that deal splits have been added as a feature, but it's useless unless it ties into goal reporting. 

McGhee
Participant

We need this as well. We've moved our "actual" quota and commission reporting back into Excel because we have deals with splits this year.

EDelGaudio
Contributeur

Yes, it has no sense the deal splits and not consider in the goals. It as a function useless. Please hubspot solve the problem.

TrujayJay
Contributeur de premier rang | Partenaire solutions Elite

Still desperately needed.

olofberglund
Membre

Agree! This is a big issue for our reporting...

pecrose
Participant

I completely agree this feels like a big miss on the part of HubSpot reporting. This needs to be rectified asap. 

MRITTENHOUSE
Membre

Simply adding a response to improve upvote visibility. There is no sense in having the feature available to capture the deal split data if we are not able to retrieve the data and report on it. Data 101

TrujayJay
Contributeur de premier rang | Partenaire solutions Elite

Bumping again for visibility. This feature is useless unless you can report on it.

Drwatson123
Membre

Please fix this, the forcast feature is useless this way. 

SReid1
Participant

I agree with the above. What is the purpose of deal splits if they can't be added to revenue goals? This is a very big miss. 

InviseAgency
Contributeur | Partenaire solutions Elite

100% agree! Love to have deal split functionality - but useless for a manager or rep due to lack of connecting it to a goal.

GHohn
Membre

Would love this as well.  Its pretty useless if you can't have it counts towards the sales goal.