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I am making a quota report to show monthly quota numbers and the opportunities we have for that quota month. I have everything working properly, expect it isn't pulling all of my opportunities. I have my filter to show all forecasts, with a forecast quota end date of this month, with an opportunity closed date of this month. It is pulling the correct quota amount for the month ($1000) and showing she has 0 opportunities. But when you run a list view of opportunities, she has one listed for an 8/13/21 Estimated Close Date. Why is this opportunity not pulling on my report? I have also tried to change my filter to exclude estimated closed date and the other 4 opportunities she has shows then, but still not that Biodegradable Poly Mailers opportunity. 

 

#Reports & DashboardsQuota ReportReport Snip.png

 

Opp. List.png#

3 answers
  1. Aug 20, 2021, 1:53 PM

    When you add filters to a report, by default, all filters are related as AND logic.  The Biodegradable Poly Mailers record is not showing up could be that maybe the End Date field has a date value in July.  I would go verify the value of the End Date field, go add in that End Date column so that it is clearer.

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