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Our managers have a target that is the sum of their team, so for Team A, 5 sales reps have £100k targets each, therefore the manager of Team A has a target of £500.

 

Team B has the same, plus the manager has a personal target of £50k, so her total target is £550.

 

Do I just add these two cumulative targets in against the managers quota? 

 

 
2 answers
  1. Jul 11, 2016, 2:51 PM
    Hi Steve,  I have loaded quotas by month using the Forecasting Type ID and the Quota Amount fields via the data loader.  I am trying to show the data on a report and also on the Forecasting tab. 
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