Forecast reporting based on Forecast Hierarchy

Question

I am happy how Forecast Summarizes Forecast Manager's and subordinates' Quotas. I also would like to repeat the same calculation with Reports but I cannot find the right field to Group. I can Group with Owner:Role:Forecast Manager:Full Name but it does not Group Owner Full Name, who have the Opportinities. What I am trying to achieve is the same report grouping as it is in Forecast, see picture below.

Ed Ruzol · Answer

Hi Samuli,

What report type are you using? What are the objects used in your report type? If you are using Forecast Quota with Forecasting Items, you should be able to achieve this type of report.

Thanks!

Forecast reporting based on Forecast Hierarchy

Reports & Dashboards

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