Report- Is there anyway we can set up my yearly and monthly targets in salesforce so that I can compare with my actual income on a month by month basis.

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Pierre D · Answer

I am assuming your targets are not tracked in Salesforce against your user record? If not, you can enter them yourself ddirectly on a report. The page below goes over the steps.    https://opfocus.com/use-salesforce-custom-summary-formulas-tto-track-target-vs-actual/

Report- Is there anyway we can set up my yearly and monthly targets in salesforce so that I can compare with my actual income on a month by month basis.

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