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Spilting revenue to two different reps working on same deal
Our deals usually consist of a technical product and a services element. Adding the different products to the deal is no issue, however how can i split the deal value and assign to different team/person and then create a report that shows the split and revenue forecast against products sold
Comments
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Hello Sanjay,
Clarissa from the Management team here.
Appreciate you coming here, and I can totally see your point - I'll make sure to send them all as feedback as it seems interesting.
Regardless, the first thing I could think of to help you would be to use different custom fields in order to inform the different things you need to those systems. With that, it would be possible to use products still, but then use the deals custom fields as well.
If you have more doubts, feel free to reach out to our Support team via [email protected] as they'll be happy to help you.
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Clarissa Silvino said:
Hello Sanjay,
Clarissa from the Management team here.
Appreciate you coming here, and I can totally see your point - I'll make sure to send them all as feedback as it seems interesting.
Regardless, the first thing I could think of to help you would be to use different custom fields in order to inform the different things you need to those systems. With that, it would be possible to use products still, but then use the deals custom fields as well.
If you have more doubts, feel free to reach out to our Support team via [email protected] as they'll be happy to help you.
Sure i can create custom fields but not sure how that is going to help me if the key field that revenue is reported on in your report and dashboard is the product field. To me it means i have to triple enter and duplicate. Not a good process
Sanjay
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@Clarissa Silvino Hi Clarissa. I found this article from 7 months ago.
Can you please let me know if deal splitting is a possiblity nowadays in pipedrive?
I want to make sure the revenue of the deal is splitted between myself and a colleague. Please advice.
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@Clarissa Silvino +1 on this request. In our view, the deal owner should be able to assign part of the revenue on a deal to other team members who have assisted on the deal.
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