Apply opportunity splits to your deal board

Business admin, RevOps

Gong Foundation*

By implementing opportunity splits, organizations can make sure that everyone involved in closing a deal is recognized, and their contributions are reflected in revenue reports.

If you’re using opportunity splits in your CRM to share revenue between several members of the sales team, we support that in Gong in the following ways:

• In deal boards you can view deals and track pipeline based on the team’s attributed share of the deal.

• In forecast boards, you’ll be able to forecast for only the team’s attributed share of the deal.

Gong attributes the relevant portion of the deal amount to each member, and rolls up totals accordingly.

Note:

When setting up opportunity splits, you'll be asked to enable opportunity teams.

Considerations for using opportunity splits in Gong

• Check that opportunity splits are set up in your CRM. At present we only support Salesforce. If you’re using the standard Salesforce object – Opportunity splits, you’ll be able to easily set it up in Gong.

• The Salesforce integration user must have access to any opportunity objects, such as opportunity teams, and splits.

How to set up opportunity splits in your deal board

Company settings > Deals > Pipeline

1. Click Edit board or + Create board.

2. In the Amount section, make sure that the AMOUNT field is set to the CRM field that splits are applied to.

3. Under OPPORTUNITY SPLITS, select APPLY OPPORTUNITY SPLITS IN DEAL AMOUNTS AND ROLLUPS.

When you view your deal board, click under the Amount (Splits) column, to view shared attribution details.

*The features available to you depend on your company’s plan and your assigned seats.