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Applications Comments
| Applications Ideas
Enable salesforce to track opportunity splits natively
salesforce.com should offer the ability to assign a "% credit" to a number of participants on an opportunity, which totals up to 100%. These are also called sales or opportunity splits. Today it is only possible with a custom object.
It seems to me that the perfect place would be on the sales team related list.
The main requirements would be
*that opportunity participants pipeline's would be able to report on their split % and amount.
*Ideally, it would be the split amount that would roll up into forecast
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Jim_B 11/27/06 |
I agree with this. When two people team on an Opportunity, each team member should have their portion of the Opportunity (and only their portion) reflected in their pipeline. They should enter their notes into a single opportunity. Today, the way we work around this is to create a duplicate opportunity - one for each person on the sales team. This is not ideal, but it allows each person to correctly represent their pipeline. |
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Penny 12/04/06 |
This is a real issue for our business. This would help so much. At present we are having to create two opportunities to reflect the correct amount in each rep's forecast. This is not good from a CUSTOMER perspective as you need to attach correspondence to only one of the opportunities, be able to identifty the whole opportunity when a customer calls etc. |
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MarkKai 01/21/07 |
This is a huge problem for our company. It is almost standard for our business (consulting) given the large dollar amount of opportunities that revenue generators need to split opportuntiies. We are forced to duplicate (and often enough triplicate) opportunities to get desired outcome. Then it is a huge pain the arse when we have to update projected closing dates, probabilities, dollar amounts to the multiple opportunities. Very hard to keep accurate and very hard to stay in sync, Please fix this oversight. Many companies that have large dollar item sales face this problem, I suspect. |
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mrc 01/23/07 |
I agree - this is an enourmous problem when we have agency sales that have worked with direct sales on a project. I was told that the new release recently would solve this problem, but the contact who said this now seems to be conveniently absent... |
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bmattick 01/23/07 |
I have a few questions for those of you looking at deal splits: - who should be able to edit the split %? The opportunity owner and their chain of command? Or just an admin? - would you expect the split % to roll up into each of the the users' forecast? With over-rides? Looking forward to your responses. -Brad |
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EGottlieb 01/24/07 |
We have this exact same issue right now and would love to see this feature. Brad - to answer your questions, I would personally like to see this with a default split setting (50/50 for us) and the ability to override would be a Role-based setting. For our organization, it would be the regional sales directors who have the ability to modify the split, if appropriate). This split % is what would then roll up in the forecast. Eric |
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JeromeLee 02/02/07 |
I wouldn't limit the split to = 100% either. We have deals that each person gets 50 - 100% of the opportunity towards their quota and forecast. |
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eyewellse 02/09/07 |
I don't think the split amount needs to roll into the forecast with overrides. In the instances I have seen, the split value is really used more from middle manager down, to manage their territories and manage compensation. Above that, all that matters is how much the oppty is worth to the company. Ideally, there would also be an "opportunities with splits and products" report, so that each middle manager could see what products their teams are pushing. I think both the Oppty owner and split participants should be able to edit their percentages, once the participants have been added to the oppty. |
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nriitano 02/28/07 |
This is especially needed within the Media Industry where deals must be across agency reps and account reps. As well as across the media types, digital, print, etc... |
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PeteS 02/28/07 |
Sign me up as well. Basic functionality you would expect from a respectable SFA solution. Who ever ran a sales organization that didn't occasionally need to divide quota and achievement of quota between multiple quota carriers?? |
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neosalesalesadmin 04/10/07 |
Merged Idea
originally posted 01/12/07
Revenue Split Lines
We need the ability to create split lines on the opportunity to be able to split revenue between multiple sales reps. Also, we would like to have a revenue report based on revenue for services, maintenance, and products.
We do use the products section but would like to forecast services and product revenue. Thanks, Kevin |
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eyewellse 04/10/07 |
Merged Comment originally posted 01/16/07 |
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ingamp 04/10/07 |
Merged Idea
originally posted 01/12/07
Split Opportunity - 2 Sales Reps (thus Split Quota)
We are a global company. Some of our customers are shared between 2 sales reps. It would be ideal if we could assign 2 owners to an Opportunity so that when it closes, it could be divided up betweeen the reps and be able to assign a % of the contract and quota that each one is entitled to.
Right now it is leading to false #'s of quota achievement as I have to choose 1 Rep only at a time as an owner. We keep a very flat organization within Salesforce because of the Global Nature of the business. We want people to be able to see everything so they know what else is going on...rather than assign people to account teams. |
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eyewellse 04/10/07 |
Merged Comment
originally posted 01/16/07
This is a duplicate. See this idea: http://ideas.salesforce.com/article/show/41050/Enable_salesforce_to_track_opp...
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NicoleW 04/25/07 |
Great idea! Also have to agree that the percentage shouldn't have to equal 100% if you want want it to. |
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DRNelson 05/04/07 |
Merged Idea
originally posted 05/03/07
Flexibility with Reporting and Forecasting when Team-Selling
When there is two or more people working on one opportunity AND they all receive quota credit for the revenue the following are all issues:
- Impossible to report up through hierachy unless report by team member and enter the team member's names in the criteria of the report. - Impossible to use any Forecast reporting as this only applies to the individual that is the Opportunity Owner. - Impossible to pull hierachy report, for exmple SVP level, his directs and each of his directs have direct reports - so three levels of reporting. Ideally, would like to be able to report accurately for everyone on the sales team and role the reports up correctly through the hierarchy without duplicates in the report. Also, would like to utilize the forecast reports accurately for all team members. |
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nit 08/01/07 |
Split feature should be available while it's so common in most companies. In our company, we have introduced custom fields to capture the 'Secondary %' and 'Secondary Owner' so that the 'Primary %' and 'Secondary Amount' is auto calculated. The Amount field is still showing the wrong Primary Amount. Besides that, we cannot split when a deal is split with more than 2 users. We have limited the maintenance of these fields to sales operations who are similar to administrator role. We use the sharing or Sales Team to add the secondary users to the opportunity. |
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DaniG 09/21/07 |
Merged Idea
originally posted 02/22/07
Commission Split
Add functionality that adds commission split capability that can be reported on.
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NickiGrundon 10/18/07 |
Merged Idea
originally posted 06/20/07
Dual Ownership on Opportunities
To be able to assign two owners to an opportunity and apply a percentage of an award to each for commission payment purposes. Where two or more sales people bring in an award there should be a way to recognise more than one owner. Sales Teams do not work since we cannot report on opportunities with sales teams with products
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WYam 10/18/07 |
Merged Comment
originally posted 06/22/07
This is quite possibly THE biggest headache in constructing our sharing rules, reports, etc. This feature would be a great improvement in an ever growing multi-person collaborative sales structure.
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BWQuotas 11/05/07 |
Merged Idea
originally posted 12/13/06
EVP Sales
I would like to see the ability to have the account teams on an opportunity get credit and quota retirement. I feel this essential with Sales Engineers and Inside Sales people that work with multiple Sales Reps.
Example quota Sales Rep A - 10,000 Sales Rep B - 10,000 Sales Rep C - 10,000 Sales Rep D - 20,000 Inside Sales Rep A - 20,000 Inside Sales Rep B - 30,000 Sales Engineer A - 50,000 Account team 1 = Sales Rep A + Inside Sales Rep A + Sales Engineer A Account team 2 = Sales Rep B + Inside Sales Rep A + Sales Engineer A Account team 3 = Sales Rep C + Inside Sales Rep B + Sales Engineer A Account team 4 = Sales Rep D + Inside Sales Rep B + Sales Engineer A Reques is for everyone on the account team to retire quota when a sales is made. Problem today is SF will not allow non opportunity owners to retire quota. Please fix - I know this is a traditional model for quota assinment! |
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roberta 11/08/07 |
Our organization struggles with these issues, I was so happy to be directed to this thread, I am hoping this will come soon!!! Please work this is, it's obviously in great demand! Roberta |
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chf 12/06/07 |
If it would be possible to add custom fields to the Team objects, this and a lot of other requests could be solved. |
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salessupportasr Jan 10 |
Split Opportunity - 2 Sales Reps (thus Split Quota) is definitely a good idea. Overall, this issue should be a piority for SFDC to look into as most global business runs this way,specially htose with ISO and mid-market ranges. |
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Chris_Byrne Jan 31 |
Agreed - splitting opportunities by sales team member would be a great help. Additionally, splitting opportunities across a number of contact roles or accounts would be very helpful to us. This is especially true in the financial services sector where a number of person accounts may each have a % stake in an opportunity. |
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DRNelson Feb 15 |
We do team selling, would really benefit us to have the ability to track our individual sales vs. quota in Salesforce if we could split out opportunities between users. |
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hyung Feb 21 |
Yes this is an issue for us as well. Creating two opportunities as a workaround is not ideal since it also affects dashboards for simple things like top 10 deals etc. |
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carrie Feb 22 |
A solution for this would really help our org. We currently are using the double opps for a workaround and do forsee a lot of issues with this in the future. The ideal fix would to have the ability to have one opp with this split showing both produers % of sale on thier own pipeline as well as roll up together on top ten pipeline for managers. |
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kristinf Mar 26 |
Changed status to Ideas Under Consideration. |
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bkasten Apr 21 |
This application would certainly enhance the way we hanle splits today. We would appreicate your consideration in providing this application in the professional edition of salesforce. Thanks |
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atsdatajunkie Apr 24 |
I can't promote this idea enough. We have to not only report on split sales dollars, but also be able to give 100% credit to the owner on a different set of reports. So I have to be able to report on the split, and on just the owner. So what I also need is a default that will automatically fill in the owner as the first person in the Sales Team, with a default of 100%. Then if there are others, they can add the people and their percents. (I would definitely prefer to have it forced to 100% total, but maybe I could handle that with a validation rule?) In any case, the sooner this comes to be, the better! |
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Christoph_K. May 5 |
missing this feature holds us away from using sales-teams. Just the name and the role is not enough. I totally agree with a standard 100% for the owner and a validation rule that always needs to role up to 100% with all sales team members |
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eiphnoula May 9 |
We need this!! We are having a very hard time tracking splits and there is no better way than with percentage allocations on the account and/or opportuntity level. |
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eiphnoula May 9 |
We need this!! We are having a very hard time tracking splits and there is no better way than with percentage allocations on the account and/or opportuntity level. |
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karenkbb May 12 |
We need this now. Any ETA on when it will be available? |
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jnugent Jun 17 |
When is this going to be available? We need it now! :-) |
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The idea to split revenue between multiple reps is a duplicate: see this idea: http://ideas.salesforce.com/article/show/41050/Enable_salesforce_to_track_opp...<