Hi Everyone
The concept here would be to set a goal (quota) for users (quarterly/annually/monthly), then report on their progress against that goal based on Opportunities closed won
I am thinking the best route for scalability will be creating a custom Object for Quotas related to the User and Opportunity Objects. Will need:
- custom Quota Object
- fields on Quota records (page layout) to hold User lookup, goal values, etc.
- relationship configuration (User, Quota, Opportunity)
- Flows (to update fields?)
Fields needed:
- Annual Goal Amount (manual entry currency field)
- Quarterly Goal Amount (formula field = Annual_Goal_Amount__c/4)
- Monthly Goal Amount (formula field = Annual_Goal_Amount__c/12)
Fields 'nice to have':
- Annual Attainment % (formula field = SUM('all Opps Closed Won' / Annual_Goal_Amount__c)
- Quarterly Attainment % (formula field = SUM('all Opps Closed Won this Qtr' / Quarterly_Goal_Amount__c)
(would like these 'nice to have' fields on the Goal record but if not possible, build logic at the report level)
Once the above is in place, we will need to figure out custom report types and dashboards to show the data we're building.
ASK: I am confused about creating relationship between QUOTA (custom object) USER and QUOTA and OPPORTUNITY
should i create lookup field on QUOTA which look up Opportunity or vise versa ?
should i create lookup field on QUOTA which look up User or vise versa ?
Please help me
@Trailblazer Community Cove@* Salesforce Platform *@* Sales Cloud - Best Practices *@Admin Group, Tunis, TN@All About AppExchange
Hi, @Majed Quadri
- https://help.salesforce.com/s/articleView?id=sales.forecasts3_quotes_intro.htm&type=5&utm_source=chatgpt.com
- https://help.salesforce.com/s/articleView?id=sales.quota_planning_create.htm&type=5
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
