This content has been marked as final. Show 1 reply
- "Credit is split evenly": all successful programs will get the same amount of credit, but without rule 2, you could imagine (although this is playing on words, I concur ) that the total of distributed credit could be higher than the opportunity values
- "You can't give more credit than you earned": so the total of credit distributed cannot be higher than the amount of oppportunites.
- I agree that the third one could be written better I understand that a program cannot get credit for an opportunity which creation date is older than the lead success date in the program.
BTW, remember that 2 opportunity dates are used:
- Opportunity creation date is used for pipeline measurement: for the pipeline amount to be attributed to a program, the success date has to be older than the oppy creation date
- Opportunity closed date is used for revenue measurement: for the revenue amount to be attributed to a program, the success date has to be older than the oppy close date (and the opportunity has to be won)