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Query to Show Sales v Budget on Employee Centre

edited Jan 3, 2020 12:38AM in Search / Reporting

We are trying to use employee centre as means to communicate with reps.

We can publish saved searches back to the employee centre using employee = sales rep and this works well in all instances.  The individual only sees their results off the search.

We can show actuals easily enough and group them by week, month etc.

We can show quota easily enough but only the annual total, not the spread by month.

Nowhere can I see how to get actual and quota (or forecast) onto the same saved search for publication.

Any suggestions?

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