Hi!
We just enabled collaborative forecasts in our org. We have everything working as expected except for rolling up quotas. I have a sales manager Lee who is in the forecast hierarchy as the sales manager and enabled as the manager. The sales team are below him in the forecast hierarchy and enabled as users. When he looks at this forecast tab the team's quota does not roll up as a sum for the year or a specific month. Lee is not assigned any quota of his own as he is just responsible for managing the team's quota. If he expands his view in the Forecast tab he can see each team member and their specific quota for that specific time frame. But the quota does not roll up to show the entire team's aggregated sum. Any suggestions?
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Quota does not rolled up. You can calculate the managers quota offline and load them.