Best Practice - Configure Formulas Only When Needed
In many cases, you don't need to define formulas because default behaviors implemented by Sales Cookie are sufficient.
For example:
- To control filtering, you can create a saved query and apply it to your plan - without using a dynamic transaction filtering formula
- To control crediting, you can define aliases on users and teams, and map fields to the "Owner / Sold By" or "Team / Territory" system categories - without using a dynamic crediting formula
- To control quotas, you choose the option to pull custom variables from each user with their quotas - without using a dynamic quota formula
- Etc.
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