Sales_rep1: FY2010/Q2
Sum of Opps: 100,000 ( sum of opportunity amount where custom fields on opps = Q2 )
Sum of Quota: 150,000
Sales_rep2: FY2010/Q2
Sum of Opps: 100,000 ( sum of opportunity amount where custom fields on opps = Q2 )
Sum of Quota: 150,000
etc.
The closest report I could find in Salesforce was "Customizable Forecasting: Quota vs Actual – Compare my quota w/actual sales." but the not able to summary the Opportunity amount by our custom field.
Any suggestions, tips, pointers are appreciated!
1 answer
I'm working on putting together some quota reports, as well.
What if you create a series of custom fields on the User record that stores their quotas, and use custom summary fields at the report level to get what you're looking for?
Example:
custom field at User called "Q1 Quota"
Then, when you generate the report, you can create a custom summary field that takes the sum of closed Ops and divide it by Quota to get a percentage to Quota for that time period.
Its simple, and doesn't allow for very complex quota requirements (ie, all you get is 1 number per quarter, and 1 for the year), but it would get you what you need.
