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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
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
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February 02, 2024
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
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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