With Opportunity Splits you can divide Opportunity Revenue and Opportunity Credits between Opportunity Team Members. Splits can be rolled up in the pipeline and forecast reports. If you want to use Opportunity Splits, you need to enable Opportunity Teams. To setup Opportunity Teams, go to:
- Setup → Customize → Opportunities → Opportunity Teams → Opportunity Team Settings
After that, go to:
- Setup → Customize → Opportunities → Opportunity Splits
You have two default splits – Revenue and Overlay. These splits cannot be deleted but you can rename or deactivate them. To add new splits click “Add a new split type” split another currency field, and specify whether splits must total 100% of that field.
Click Save and then click Enable Opportunity Splits.
Select Page Layout for which you want to add Opportunity splits related list.
Opportunity splits is now enabled and we can Edit Split Types.
Opportunity Splits related list is displayed on opportunity detail page. To split the opportunity click Edit Opportunity Splits button on Related list.
Various tabs are displayed: Revenue (max 100%) and Overlay (more than 100%). Now you can add /delete team member from opportunity splits. Define the percent amount, enter the notes as desired. Amount will change with respect to assigned percentage.