Need a KPI to Track Solicitor Performance
Currently, there isn’t an option to create a KPI to track solicitor credits. While we have an option to create a KPI of type “Total Revenue Record Money in Selection,” and use a Revenue Ad-hoc query to pull gifts credited to specific solicitors, the values generated will not be valid when there are revenue records credited to multiple solicitors (split credits). The entire gift amount is counted instead of the portion of the gift attributed to any given solicitor. This does not provide a true and accurate representation of a solicitor’s performance.