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Vikas Kumar 135
Quota Vs Actual Report Issue
Hi All,
Need your help. I am trying to create a report where I can show Sales rep Quota Vs Actual. I had put the Quota information on User Object (Q1 Quota, Q2 Quota etc). I created a summary report to compare their achievements with their Quota, I summarized the Sum of Q3 booked amount and Q3 Goal but when I create a chart, I am only getting one column (either sum of Q3 booked or Q3 Goal) but not both. Can anyone please help me how to get both these data fields?
Need your help. I am trying to create a report where I can show Sales rep Quota Vs Actual. I had put the Quota information on User Object (Q1 Quota, Q2 Quota etc). I created a summary report to compare their achievements with their Quota, I summarized the Sum of Q3 booked amount and Q3 Goal but when I create a chart, I am only getting one column (either sum of Q3 booked or Q3 Goal) but not both. Can anyone please help me how to get both these data fields?
Please check with reports if you have summarized it with both. Can you share screenshot of report.
Thanks!