Hi We have a requirement to report on opportunities based on account “ship to” address locations.
The problem is that the opportunity only appears to be able to be assigned to the account rather than the account address therefore reports (such as opportunity analysis) report all predictive revenue based on the main account address.
For Example the account main address is in FL however there are 3 opportunities as follows…. 1 for a product shipping to main FL address and 2 for a products shipping to an alternative TX address. Currently this results in the opportunity revenue all going against FL whereas we’d like this to be split 1/3 FL and 2/3 TX.
Unless there is a way to introduce opportunity address association (through fine tuning) then the only other options I can see are….
1. Introduce a bespoke field to make the address (and therefore correct state) association and modify the data sources used accordingly.
2. Create a separate account for each address where products ship to non-main addresses.
I had thought territory management may have been the answer but, as the opportunity territory is derived from the account territory, in the example above all of opportunities would still be against the FL territory.
Has anyone else encountered this issue or have any recommendations for addressing this?
Many Thanks
Iain