{"id":1104,"date":"2023-07-20T15:01:34","date_gmt":"2023-07-20T15:01:34","guid":{"rendered":"https:\/\/www.skyblux.com\/en\/welcome\/?p=1104"},"modified":"2025-02-28T17:11:12","modified_gmt":"2025-02-28T17:11:12","slug":"how-to-use-opportunity-product-splits-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.skyblux.com\/en\/welcome\/how-to-use-opportunity-product-splits-in-salesforce\/","title":{"rendered":"How to Use Opportunity Product Splits in Salesforce"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1104\" class=\"elementor elementor-1104\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-403b333 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"403b333\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-7a9373a\" data-id=\"7a9373a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7393809 elementor-widget elementor-widget-text-editor\" data-id=\"7393809\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Opportunity product splits are a powerful tool that can help you allocate revenue at a more granular level to team members who collaborate on complex opportunities. This can help you improve your sales forecasting accuracy and make better decisions about your sales strategy.<\/span><\/p><p><strong>What are opportunity product splits?<\/strong><\/p><p><span style=\"font-weight: 400;\">Opportunity product splits allow you to allocate revenue for an opportunity based on the products that are involved in the deal. This can be helpful for businesses that sell multiple products, as it allows you to track the performance of each product family and make more informed decisions about your sales strategy.<\/span><\/p><p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-1106 size-full\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img3.png\" alt=\"\" width=\"512\" height=\"298\" srcset=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img3.png 512w, https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img3-300x175.png 300w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/p><p><strong>Tracking opportunity product splits with reports<\/strong><\/p><p><span style=\"font-weight: 400;\">To track opportunity product splits with reports, you can use the following standard reports:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Product Splits<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Product Splits by Team Member<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Product Splits by Forecast Type<\/span><\/li><\/ul><p><img decoding=\"async\" class=\"aligncenter wp-image-1107 size-full\" src=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img-4.png\" alt=\"\" width=\"512\" height=\"292\" srcset=\"https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img-4.png 512w, https:\/\/www.skyblux.com\/wp-content\/uploads\/2023\/07\/img-4-300x171.png 300w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/p><p><span style=\"font-weight: 400;\">Benefits of using opportunity product splits<\/span><\/p><p><span style=\"font-weight: 400;\">There are several benefits to using opportunity product splits, including:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increased visibility into individual sales rep and product forecasts.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved accuracy of sales forecasts.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Better decision-making about sales strategy.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increased alignment between sales and marketing.<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Examples of using opportunity product splits<\/span><\/p><p><span style=\"font-weight: 400;\">Here are some examples of how you can use opportunity product splits:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can track the performance of each product family to see which ones are performing well and which ones need improvement.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can identify opportunities to cross-sell or upsell products.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can make better decisions about your sales strategy, such as which products to focus on and how to allocate your resources.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can improve alignment between sales and marketing by sharing opportunity product split forecasts with your marketing team.<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Opportunity product splits are a powerful tool that can help you improve your sales forecasting accuracy and make better decisions about your sales strategy. If you are selling multiple products, I encourage you to try out opportunity product splits.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-c431324\" data-id=\"c431324\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9d69593 elementor-widget elementor-widget-html\" data-id=\"9d69593\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<iframe style=\"border: 0;\" src=\"https:\/\/go.pardot.com\/l\/930373\/2021-06-05\/3rq\" width=\"100%\" height=\"700\" frameborder=\"0\" data-mce-fragment=\"1\"><\/iframe>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Opportunity product splits are a powerful tool that can help you allocate revenue at a more granular level to team members who collaborate on complex opportunities. This can help you improve your sales forecasting accuracy and make better decisions about your sales strategy. What are opportunity product splits? Opportunity product splits allow you to allocate [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1167,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_theme","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[26],"tags":[],"class_list":["post-1104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce-implementation"],"_links":{"self":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/1104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/comments?post=1104"}],"version-history":[{"count":11,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/1104\/revisions"}],"predecessor-version":[{"id":2155,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/posts\/1104\/revisions\/2155"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/media\/1167"}],"wp:attachment":[{"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/media?parent=1104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/categories?post=1104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.skyblux.com\/en\/welcome\/wp-json\/wp\/v2\/tags?post=1104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}