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ahassler
Opportunity Report Formula If This Owner Then Quota is 1,000,000
I'm trying to write a formula in an opportunity report that would list the quota for each sales person. So basically: If Opportunity Owner is Bridget then $1 milllion, if Opportunity Owner is Andy then $2 million, if Opportunity Owner Bill then $5 million. We don't use forcasts or other quota options native to SFDC so this is just a one time use formula in which I basically saying the report I want to list the quota for each person... Any help would greatly be appreciated!
Here's a shot: in a formula field (currency):
CASE( $User.Username, "Joe Smith",1000, "Ray Jay", 5000, "Bill Jones", 10000, 0)
All Answers
If you are not using SFDC Quotas, the Answer will depend on where you are storing a user's quota. If it is on the User record, you can use a User report -- no need for an Opportunity report.
The data model that seems to make the most sense would be to add the Quota amount on the User record.
To get that on an Opportunity, you can create a Lookup(User) field, for example "OwnerRecord". A Opportunity trigger would just set the OwnerRecord field to the value of the OwnerId field. You will then have access to the User record fields (including Quota) from the Opportunity.
IF(IS(Username, "Joe Smith")), ROUND (1000000, 2), IF(IS(Username, "Ray Jay")), ROUND (5000000, 2), IF(IS(Username, "Bill Jones")), ROUND (10000000, 2)
IF(IS(Username, "Joe Smith",ROUND (1000000, 2))), IF(IS(Username, "Ray Jay",ROUND (5000000, 2))), IF(IS(Username, "Bill Jones",ROUND (10000000, 2)))
IF(CONTAINS(Username, "Joe Smith")), ROUND (1000000, 2), IF(CONTAINS(Username, "Ray Jay")), ROUND (5000000, 2), IF(CONTAINS(Username, "Bill Jones")), ROUND (10000000, 2)
What am I doing wrong on the formula side?
FYI We're on professional edition so we don't have workflows and triggers.
Here's a shot: in a formula field (currency):
CASE( $User.Username, "Joe Smith",1000, "Ray Jay", 5000, "Bill Jones", 10000, 0)
I get no errors on the formula, however when I ran it and checked the field in each person's user profile, everyone's quotas come out as $0.00 dollars. Thoughts?
The $User.Username is based on the current user. If you are running the report, that would be you. Your formula would need to reference a User field on the record if you want to run quota reports for other Users.