We need an ability to split sales among multiple sellers.
As a business, we track sales of individual employees...equally important to us the ability to track the value of the average sale. Currently, the system doesn't seem to have the ability to do both.
I can either credit one salesperson with the entire deal in the system in order to protect the average deal metric but then their numbers look better than their colleagues who also sold the deal.
OR
I can divide the number of consultants who worked on a deal and create multiple smaller deals in order for the dashboard to show their actual sales numbers...but then it will look like we sold more deals than we did and at a smaller average deal size.
Is there a way we can do this more accurately? Perhaps it's in there and I haven't figured it out yet.
Comments
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No native solution is available in Pipedrive to help with this scenario. I have clients who have set up tracking of sales and commissions outside Pipedrive using simple systems like Google Sheets and Make/Integromat.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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Amit Sarda said:
No native solution is available in Pipedrive to help with this scenario. I have clients who have set up tracking of sales and commissions outside Pipedrive using simple systems like Google Sheets and Make/Integromat.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
Thanks for your response. We also do it on the backend in our finance tools, but it would be great for a native solution to exist. I'm used to seeing that on other tools, but I still like Pipedrive more
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Amit Sarda said:
No native solution is available in Pipedrive to help with this scenario. I have clients who have set up tracking of sales and commissions outside Pipedrive using simple systems like Google Sheets and Make/Integromat.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
One of the tradeoffs! Hopefully, there will be a solution for this soon.
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I have created a solution within pipedrive to identify split deal credit. Happy to discuss
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I'd love your advice here. If we win a $100K deal that received contributions three people, I've been logging three 33.33K deals in the system. It impacts average fee size but it's the best I've been able to figure out on my own.
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@Chad Biagini Let's meet and I'll show you what I've got set up. https://calendly.com/redlist-rwilliams/quick-meeting
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