We need to have annual targets for our sales users, with the ability to have each product of a closed won opportunity go against a different month or even year. I found this wasn't available on collaborative so switched the sandbox to customizable, which solves this issue.
I'm now finding that the reporting is incredibly limiting. I want to run a report for all users, showing their quota and the opportunity pipeline - I can't even get a report to show all users. Everything is filtered to 'me' only and I can't change it. I also can't seem to create a custom report type. Am I able to create a report to show all users?
Is the reporting on customizable really that limited or am I just missing something? How are other people coping with their forecasting, are you using the SF functionality or have you gone for an add on instead?
3 réponses
Hi Sara,
I found this , dont know if this can help you :
When creating a custom forecast report, choose the Customizable Forecast: Opportunity Forecasts report type if you want to include information about the opportunities that contribute to your forecast.
You can include custom user fields in custom opportunity forecast reports as columns and as column values. Custom user fields are available as either opportunity owner or account owner custom information. The custom field label will be used for both opportunity owner or account owner information, which can cause confusion if they are both on the same report and have similar field labels.
If you have the “View All Forecasts” permission, forecast summary and forecast history reports include all users' data for the chosen forecast hierarchy, including users in branches of the forecast hierarchy that have no forecast manager.
