If any one of you noticed it and faced the same issue, could you please advise?
We have a standard template in Salesforce Customizable Forecasting: Forecast Summary, I generated a report based on the template which display all Opportunity Owner with their respective Quota and Bookings.
I have one more separate report which displays only the bookings per Opportunity Owner based on "Closed Won" Opps. Now the bookings when compared to the above mentioned report (Sum of Closed(Rev)) it does not match for few Opportunity Owners.
Please let me know if anyone can help!
Thanks
답변 1개
Hi,
Do you have other Opportunity Status fields that are indicated as closed values? To check, go to Setup>Opportunities>Fields>Status
Any pick list values that are indicated with the 'closed' checkbox will show there.
Also, check the hierarchy of your reports - could be your reports are showing data from different levels.
