Suggestions to create a Quota/Opportunity Amount report and dashboard,
Need suggestions to create this report , The problem is there are many users they don't have a single opportunity in a month in that case Quota doesn't get considered which is not right as per business , How to generate that report.
3 Antworten
If you have Salesforce Forecasting enabled you can use forecast dashboard as that gives more insights.
You can also create a custom field in forecast settings to display quota gap. Quota gap represents difference between quota assigned to current deals which are closed.
Quota gap -
https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_features_core_forecasts_calculated_cols.htm&release=236&type=5Custom report type creation -
https://help.salesforce.com/s/articleView?id=analytics.forecasts3_reports_crts.htm&language=en_US&type=5Thanks
