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Buss Role hierarchy of a Sales Rep is changed to other Sales Manager Forecast should reflect accordingly
Hi,
Initially Company "Role Hirarchy" is defined and "Forecast" enabled then Sales targets are assigned monthwise.
after couple of months one Sales Rep reporting is changed to other Manager. Now my company SVP wants to see that Sales managers Forecast based reporting of that Sales Rep based time of actual work reporing, now earlier actuals(Achieved or Opportunity amount) should rollup to first manager and later should rollup to present Sales Manager.
Pls provide information that is there any solutions.
Rgds,
Buss
I could think of one solution. Not quite sure if this is what you actually want and its affordable to you.
Move the Sales Rep to old role.
The Sales Manager can now run a Forecast for the specfic time frame<till the date the Rep had reported to him> and submit it.
This would be saved in the forecast history.
Move the Sales Rep back to his new Manager.