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Bill Johnson ha fatto una domanda in #Sales And Marketing
19 mar 2010, 20:05

Working with Forecasts

I am setting up forecasting for a our company with a standard hierarchy - CEO - VP Sales - BDMs.  The VP Sales has the company quota which roles up from the BDMs and their quotas on a standard fiscal year.

 

The issue is that all of the roles above sell.  I need for forecasting report purposes to set up the hierarchy so that I capture quota and Rev. sales (territory structure) from the BDMs which is easy, but also from the CEO and VP Sales but have all role up to either a Company quota or to VP Sales who has this quota but also be able to track the individual sales of the VP as well as the CEO (who does not have a quota).

 

I am sure this can be done but I need helping figuring out the best way to do it.

 

Thanks,

 

Bill
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