Member since ‎Oct 9, 2023
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Giles Hohn

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GHohn on February 02, 2024
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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ANisch on June 09, 2022
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 read more
February 02, 2024
Would love this as well. Its pretty useless if you can't have it counts towards the sales goal.
GHohn on October 09, 2023
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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