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Does anyone know how you can show all quotas by month and attainment against them even if someone has no actuals against that month/product etc? I'm struggling to get this to show on a Forecasting report. I'm using Salefsorce Quotas. Appreciate any help you can give

2 Antworten
  1. 31. März 2023, 07:18

    Thanks Rakesh but unfortunately that does not answer my question. If someone does not make a sale in a month their quota shows as $0 instead of showing the correct Quota value just $0 actuals, it doesn't even carry the quota into the next period. It feels like I'm not asking a lot but I cannot see how to do this at all??? Very confused??

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