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Split Revenue

  • 1.  Split Revenue

    SILVER CONTRIBUTOR
    Posted Feb 05, 2019 08:38 AM
    We've recently implemented Goals in our environment and are having trouble coming up with a way to split revenue in an Opportunity and have it show up appropriately in the end user's goals.

    If anyone has come up with a good method to implement split revenue I would appreciate your ideas.

    Thanks in advance for any recommendations.

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    Brian Mergen
    Morton Buildings, Inc.
    Morton IL
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  • 2.  RE: Split Revenue

    TOP CONTRIBUTOR
    Posted Feb 05, 2019 08:44 AM
    Are you saying you have more than one person who is on an opportunity and you need to be able to split the revenue?

    If so, there are a few things you could do.

    1. Make child opportunities to each individual to track their revenue and exclude parent opps (maybe make a custom flag) from goal tracking.
    2. Make a few money fields called "Split 1" through "Split N" based on how many splits you need.  Them make a dropdown of split types to calculate how they should be split (or, you know, manually enter the split).  The goal rollup might be a bit tricky, though.

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    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
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  • 3.  RE: Split Revenue

    SILVER CONTRIBUTOR
    Posted Feb 05, 2019 09:10 AM
    Thanks @Wayne Walton.

    Yes, we sometimes have an Opportunity ​that will need to be split. The split could be 50/50, or 75/25, or one of many other possibilities. Unfortunately the parent Opp is tied to an external pricing tool that our Sales dept. uses so we couldn't exclude it. I do like the idea of the child Opps, as least for the revenue split.

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    Brian Mergen
    Dynamics 365 (CRM) Administrator/DBA
    Morton Buildings, Inc.
    Morton IL
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