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Because the deal has one owner field and reality often has three contributors. The usual answer is a spreadsheet maintained by one person, which is authoritative until they are on leave at quarter end.
A split divides credit for one deal between named people by percentage, on the deal record, with each share visible to reporting and to the people it names.
Shares are set on the deal, must total 100%, and are versioned like any other field. Reports credit each person their share rather than counting the deal once per contributor.
A £62,000 expansion at Cavendish Group involved the account owner, a specialist and the partner who introduced it. Recorded as 50/30/20, each of the three sees their own number and the totals still add to one deal.
It divides credit, not commission. What a share is worth is a compensation rule that lives in your payroll process, and Treepie does not calculate it.
Goal tracking counts split credit against individual targets, activity reports attribute effort against it, and pipeline totals still count the deal once so the forecast is not inflated.
No. The deal counts once for pipeline and forecast; only per-person credit is divided.
Yes, with the change recorded. Closed-period reporting can be locked if you would rather it could not.
Yes. Anyone with a personnel record in Nest can be named on a split.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.