Salesforce Forecast Type: Opportunity Split (Revenue only)
October 9, 2014 / / Comments Off on Salesforce Forecast Type: Opportunity Split (Revenue only)
As a property agency, WDCi group it’s salesperson in teams. Most of the time, team member in each team will team up to handle one sale process.
WDCi has implemented Opportunity split to keep track of the team members who teamed up in handling one particular Opportunity.
Each team member can now use Forecast to see how much profit they have earned from the sharing Opportunity in each quarter.
An example of how the Forecast view look like: