I've been asked about this a few times over the years so I thought I'd post it here:
I built this using the standard Opportunity object and creating custom Record Types, Sales Processes, and Page Layouts for "Sales" Opportunties and "Quota Opportunties".
Here's how it works in a nutshell:
Object = (Standard) Opportunity
Record Types = 2 (Sales and Quota)
Page Layouts = 2 (Sales and Quota)
Sales Processes = 2 (Sales and Quota)
Quota Sales Process has only 1 Stage set to (Closed/Lost, 0%, Omitted) so there's no way it will accidentally fudge Revenue, Expected Revenue, Forecasts, etc. even if someone forgets to exclude if from a Report.
Quota Page Layout is stripped down to the bare bones, even Account Name is optional. Allowing Exec level to assign a "Raw $ Number Target" to a SalesRep or Team that is not tied to an Account or Product.
In other words they can:
You can assign a Quota to user and say "Your CFY target is $1M, I don't care what you sell or who you sell it to, that's your number".
Or you can only attach Products to a Quota and assign it to a Product Manger or Team and say "You have to sell $500K of Widgets, I don't care who you sell them to".
Or you can only attach Quotas to an Account and assign it to an Account or Team and say "Your Monthly goal for the IniTech account is $250K, I don't care what you sell them".
and you can run a Sales vs Quota by SalesRep/Team and compare Sales vs Goal.
Using RecType and Page Layout you can control/assign who can create, edit, view Quota Opptys using native SFDC Admin/Profile settings.
I also created a couple of custom Formula fields for Reports so you can do stuff like Variance Report (Sales Amount - Quota Amount) and stuff like that.
Then with a few tweaks you can get Report, Charts, and Dashboards like this using native reports, available right out of the box.
Lightning
Classic
Anyway, it's just an idea that I came up with. I’m like Leonardo DaVinci, my mind is full of ideas... although most of them are about as useless as a Wooden Helicopter powered by ropes and pulleys.
| SteveMo Quota Tracking App
| Version 1.0
| Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tak0000007WJJ
Password: Uowe$teveMoB33R
Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with
Seeing how this post is over 5 years old, has 200+ Comments, and 100 Followers.
Would anyone be interested if I built an Unmanaged package that automatically creates all of the custom Fields, Page Layout, Record Type, Sales Process, etc, and (maybe) include a few Reports and Dashboards?
*** Update ***
My Sales Quota Package is FINALLY ready!
SteveMo Quota Tracking App Version 1.0
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tak0000007WJJ
Password: Uowe$teveMoB33R
*** Notes ***
Installing User requires
Change Dashboard Colors Permission
https://help.salesforce.com/s/articleView?id=000380354&type=1
Target Org Requires
Opportunity Historical Trending Enabled
https://help.salesforce.com/s/articleView?id=xcloud.reports_historical_setup.htm&type=5
Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with
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