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Splitting Opportunity Revenue Among Team Members

You can split revenue from an opportunity among opportunity team members. The Opportunity Revenue forecast type uses these revenue splits to calculate the revenue noted in the opportunity record. For more information on forecasting, see Forecasts and About Opportunities and Forecasts. For more information on opportunity teams, see About Opportunity Teams.

To split opportunity revenue among team members

  1. Select the opportunity.

    For information on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, scroll down to the Opportunity Team section, and do one of the following:
    • To add a team member, click Add Users.
    • To update team member information, click Edit Users.
  3. On the Opportunity Team Edit Users page:
    1. For each team member, enter information in the required fields, including the Split Percentage (%) field.
    2. (Optional) Click the Spread Split button to distribute the split percentage evenly among team members.
    3. (Optional) Click the Refresh Totals button to recalculate the Split Revenue and Totals.

      NOTE: The Refresh Totals and Spread Split buttons are not visible unless Enable Opportunity Revenue Split is selected in your company profile, see Setting Up Your Company Profile and Global Defaults.

  4. Save the record.

Opportunity Team Fields

The following table describes some of the fields for opportunity teams.

Field

Comments

Split %

This field shows each team member's percentage of revenue. The default value is 100% for the opportunity owner and 0% for other team members.

Split Revenue

This is a calculated, read-only field. The split revenue is calculated by multiplying the opportunity revenue by the split percentage (%).

User Role

Select an option that defines the relationship between the team member and the opportunity team. This is a required field.

Opportunity Access

Designates a team member's access to the opportunity record. This is a required field.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.