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Quota vs Opportunity Closed Won- By Sales Rep

in Ask A Guru 3 comments

We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter.

I couldn't find any standard report to compare the actual closed won opportunities with Quotas.

We cannot use the quota vs. forecast report as we have closed transactions (invoices) for the closed won opportunities; thus, we cannot consider this report.

It would be great if the report could be seen on a dashboard.

Please add some insights.

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