Territory Setup Use case
Summary:
Territory Setup use case
Content (required):
I have the following use case for one of the territories:
Dimensions: Address and account size
A manager should see all the data for which my dimension would say state = Any, account size=any whereas his reportees should only see their own Account data irrespective of state and size. In this case, how do I set up the hierarchy? how does forecast and quota work?
Version (include the version you are using, if applicable):
Code Snippet (add any code snippets that support your topic, if applicable):
Tagged:
0