Opportunity teams FAQs
What if I use custom Salesforce objects for opportunity teams?
That’s fine. Just reach out to your CSM and they’ll work with you to set it up.
Does it matter which role the user has on the opportunity team? Do we need to choose which roles to show?
No, you don't need to select the relevant roles. We'll show all deals where someone is on the opportunity team, regardless of their role.
What is shown if two team members work on a deal? Do you count the deal amount twice?
No, we show the deal with the relevant attribution per person.
When looking at a team where two people worked on the same deal, we show the deal once.
For example:
Rep A and Rep B both worked on the Acme Industries deal.
When Rep A or B look at their deals, they see the deal and the deal value is included in the rollup.
When Rep A and Rep B's manager looks at the team deals, they see the deal once, with both Rep A and Rep B in the opportunity team column. The deal value is included once in the rollup.
Why can't I see opportunity teams in my forecast analytics?
We don't support opportunity teams in forecast analytics at this time.
Opportunity splits FAQs
What if I use custom Salesforce objects for opportunity splits?
That’s fine. Just reach out to your CSM and they’ll work with you to set it up.
If two team members work on a deal, do you count the deal amount twice?
No, we show the deal with the relevant attribution per person.
When looking at a team where two people worked on the same deal, we show the deal once.
For example:
Rep A and Rep B split a deal 50:50.
When Rep A or B look at their deals, they see the deal with 50% of the deal value.
When Rep A and Rep B's manager looks at the team deals, they see the deal with 100% attribution, that is Rep A's 50% and Rep B's 50% combined.
Can a deal value exceed 100% (overlays)?
Yes - we show overlays if you set up overlay split types on the relevant amount field in your CRM.
We have splits on different amount fields in Salesforce. Which ones will Gong use?
We apply all active split types defined in Salesforce for the Amount field that's used to roll-up amounts in the Gong deal board.
Deactivated splits, or splits that apply to any other amount field won't be applied.
Why can't I see opportunity splits in my forecast analytics?
We don't support opportunity splits in forecast analytics at this time.
Troubleshooting: Not seeing split amounts
There are two key aspects to consider:
Opportunity splits are displayed for teams or individual members only when splits have been assigned to them.
Opportunity splits must be associated to the Amount field that's being used to roll up deals in the board.
Here’s what you can do in your CRM:
Verify that the deals you're looking at have assigned splits on them.
Check the Split types settings. Which split types are enabled? Which amount field are they applied to?
Here’s what you can do in your Gong deal board:
Make sure you're looking at deals and teams where splits are applied.
Check which Amount field is used in the board.