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GHohn
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Member since ‎Oct 9, 2023
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Giles Hohn

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GHohn on February 02, 2024
Splitting Deals- Goals
I feel like I am missing something. Am I correct that you can set individual goals by sales person. If you split a deal between sales people you can see that in the forecast tab and create reports to show that; however, when using the goals tab it read more
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GHohn
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February 02, 2024
Reply to Revenue goal progress should account for and show deal splits allocations
Would love this as well. Its pretty useless if you can't have it counts towards the sales goal.
Solved
GHohn on October 09, 2023
Deal Stage Amount Over Time
Is there a way to create a report for a specific deal stage amount over time. For example, we have a deal stage of "estimate provided" i want to track this value each day and show the amount from each day over time to see how it fluctuates.
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