Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
How can I generate a report that has a manual quota amount set for each rep and pull that into a rep — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How can I generate a report that has a manual quota amount set for each rep and pull that into a rep

Received Response
12
Views
2
Comments

Summary:

I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in their current Won and Forecast amounts against that on a bar chart


Content (required):

Any ideas or places to look to do this

Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!