Multiple Opportunity Owner

Activate feature per tenant

This feature can be activated per tenant, therefore if you would like to use the option of splitting the opportunity profits across multiple layer users contact your account manager to activate and set up the feature for you.

Company Settings

Opportunity Split Customisation

In Company settings -> Customisations chose one or both of the following options:

This will depend on your internal commissions scheme, if you pay commissions based on % from deal profit chose 'Percentage Split' only. If you pay commissions as a one off value to individual users chose 'Value Split' only. For combination of both per deal select both options.

Enable Opportunity Owner Percentage Split

This option will only present 'Percentage' in the 'Split Type' field with validation of 100% per opportunity.

Enable Opportunity Owner Value Split

This option will only present 'Amount' in the 'Split Type' field with validation of no higher than over all profit or manual value added to the opportunity.

Both options selected

If both types are required and selected users with permission will have an option to chose if they are providing a set amount from the opportunity profit or percentage.

One user can have both types allocated, just needs to be added as an additional owner with both split types. See example below

Opportunity Value Source Customisation

This set up is very important in order to see correct profits in the reporting. Once again this will depend on your company preferences and internal processes.

First let's explain what the individual value source is referring to.

Manual Value - is the estimated value (existing opportunity field) which is used to manage opportunities and the estimate values before knowing exact details of the deal and before quoting customer.

Top Quotation - is the deal profit taken from 'Top quotation'. It's possible to create more than one quote linked to the same opportunity for different reasons (comparison of different providers etc.) All of these quotes could be in different statuses and all of them can be send to customer. The top quotation logic is based on following logic. The quotation which updates the overall opportunity profit is

  • WON quotation, if there is no Won quotation present we look for

  • Dominant quotation (marked with star), If there is no quotation marked as dominant we look for

  • Last updated quotation (last saved quotation against the opportunity)

If there is no quotation OR quotation in status Cancelled, Lost, Expired linked to an opportunity the value will default to the 'Manual Value' within the opportunity.

Sales Order - is the deal profit taken from sales order/s linked to the opportunity. It's important to mention that it's possible that the sales order profit can vary from the original quotation sent to customer.

Why would my sales order profit be different to the quotation profit? E.g.:

  • Stock Authoritative Value activated - meaning the sales order will take the profit from the actual purchase price of the product rather then estimated buy price from the quote.

  • Funding which was approved at the sales order stage

  • Change of hardware in sales order if stock is not available (unless new quote required)

More than one sales order linked to the opportunity

If there are multiple sales orders linked to the opportunity we will summarise all profits against the opportunity (excluding cancelled sales orders)

Permissions

  • Allow opportunity value source change

  • Restrict add additional opportunity owner

  • Restrict opportunity owner change

  • Restrict opportunity owner split change

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