CRM On Demand - Administration (MOSC)

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Objective. Opportunity, Opportunity Product Revenue

edited Feb 23, 2012 6:36AM in CRM On Demand - Administration (MOSC) 2 comments
Hello All,

We have a requirement to  track dealer target data to Product model level, leverage it against the actual deals/opportunities closed by the dealer to the product level and generate a dealer performance report.. For Ex the business will  set the Yearly target for DealerA to sell  Productx=10 units, ProductY=20 Units, ProductZ=5 Units. The requirement is to store this target data to the model level for DealerA and link the Closed/Won Opportunities by that dealer for each corresponding model as actuals and then use this data to generate a report to track the performance of the dealer.

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