1. Using Sales in the Redwood User Experience
  2. View and Assign Sales Credits to Revenue Lines and Split Credit

View and Assign Sales Credits to Revenue Lines and Split Credit

Sales credit recipients and revenue amounts roll up the resource hierarchy for pipeline reporting and quota attainment.

You assign sales credits to sales resources (salespeople or other sales users) while editing product lines in opportunities. When a product line is first added to an opportunity, the application sets the user who added it as the sole sales credit recipient. This means that the sole recipient receives 100 percent of the sales credit.

View Who Gets Credits for Revenue Lines

There are two types of sales credit: Revenue sales credit is allocated to salespeople working the deal, while overlay sales credit, also known as nonrevenue sales credit, is split and allocated to other resources helping out with the deal, such as a product or market specialist. You can find out who is getting credit for revenue lines by clicking the Sales Credit (the person icon) in a revenue line.

Here is a sample screenshot of the portion of the Opportunity: Products page when you hover over the Sales Credit icon to view split sales credits for both revenue and overlay credits:

Screenshot displaying multiple credit receivers when user hovers the Sales Credit icon

Assign Sales Credits to Revenue Lines

You can allocate and manage sales credit amounts that opportunity team members receive.

Here's how to add or edit the Revenue Credit and Overlay Credit receivers and assign percentage sales credit:

  1. Navigate to Digital Sales > Opportunities.

    The opportunity landing page displays the list of your opportunities.

  2. Select the opportunity you want and, from the Products pane, click the View all Products link to go to the Products page.

  3. Click the Sales Credit icon to assign or modify percentage sales credits to new or existing Revenue Credit and Overlay Credit receivers.

    Screenshot displaying Revenue Credit and Overlay Credit tabs

  4. Click the Revenue Credit and Overlay Credit tabs to add or edit a revenue or an overlay credit (split credit) receiver.

  5. Once you're done modifying the sales credit details, click Save (check mark icon) on the revenue line (row) to save your changes.

  6. Click Done when finished adding your sales credits.