Manage allocations

Allocate and track sales credit across opportunity team members to recognize individual contributions, improve transparency, and support accurate revenue attribution.

For clear visibility into who contributed to each sale, supporting collaboration, reporting, and forecasting.

• View allocations for an opportunity
  View allocation details and distributed amounts for an opportunity.
• Add or edit opportunity allocations
  Use the allocations configurator to add new allocation rows, edit existing ones, or split an allocation across multiple contributors.
• Split opportunity allocation
  Split an allocation row to divide its credit between two contributors while keeping, for example, the same product family and effective date.

Related concepts

• Install and configure Opportunity Management
• Opportunity Management