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TBMiller
Calculating Annual % of Quota
Hi All, I'm sure this has probably been covered before but I can't find anything. I would like to create a report/dashboard that shows annual % of quota for all reps. As you know, the Customizeable Forecast reports only run % of quota monthly or quarterly. I thought I could just create a new custom User formula for "annual quota", and then use a custom summary formula to calculate:
Sum of Won Opportunities / Annual Quota
but I can't get it to work.
Anyone have any ideas?
Thanks!
Use the quota v Actual report and create a custom summary field on the Select Columns to Total screen. The formula you need is Closed (Rev) / Quota (Rev). Specify the time period as current FY.
Scott
We have been continually bumping against the confines of SFDC Quota/Forecasting.
We want to calculate Closed $ to Quota using custom currency field instead of the "Amount" field as well as a custom date field instead of the "Close Date" field.
Can someone confirm that this is in fact not currently possible and that I am not just missing somthing obvious? An of course if I AM missing something.... what?
Thanks,
John