Create calculation definitions, or use the ones provided out of the box, to automatically track progress toward account plan objectives using Financial Deal records in Business Relationship Plans.
- Track Financial Deals in Business Relationship Plans to Meet Revenue Goals
Eliminate manual updates to account plan objectives — financial deals now sync automatically so you always have an accurate view of progress toward your revenue goals. - Measure Deal Performance in Business Relationship Plans
Two calculation definitions for financial deal records are now available out of the box, so financial advisors and relationship managers can track revenue and fee goals without creating them manually.