I am trying to build reports that would let me track % to quota by team, % to Quota by Budget and Plan. I have built a custom object to store the Quota, Budget, and Plan values this values are both for year and per QTR. The objec works fine. But when I try and build a custom report type with both the Custom Object and Opportunity I can't assocate the two. Not sure why or how to change that. If anyone has other ideas on how I can do this I would love to know. I have added individual Quota to the User record but I didn't think this would work well for team or plan since they are not broken down on that level. Any ideas I am all ears!
The Quota Amounts are entered just like a "Sales" Opportunity Amount, you can use Products and Revenue Schedules to create 1 "Quota", and then spread that goal $Amount among Products, Months, Quarters, etc... as needed.
