Hello, our organization is currently using Collaborative Forecasts, but our sales team only forecasts on the first-year amount of a subscription contract. I’m able to add that custom field (formula) to the Opportunity list on the Forecast tab, but there is no way to adjust the Amount vs Quota to look at 1st Year Amount vs Quota. (For example, the full Opportunity amount for a 3 year subscription is $3000, but we forecast on only the first year, which would be $1000) Has anyone found a way to adjust this, or create a custom solution, or at the very least a report to show this type of forecast. 

Temporary fix is to data load a monthly goal on the user record, coupled with an Opportunity report that can reference this user field. This means we do not use the Forecast tab and we have no historical record of previous monthly quotas.

Potential solution I've been playing with: Create a custom Quota object, then create a joined report between Quotas and Opportunities, with a cross block summary formula to get the % to quota based on the 1st year amount. This still doesn’t feel like an ideal solution.

Any ideas or experience in this area would be very helpful, thank you in advance!