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    • How to create a dashboard that shows quota and revenue from a territory ?

    in Reporting & Analytics for Sales 3 comments

    Summary:

    We have to create a dashboard that based on a selected territory an month shows the quota and closed revenue.

    Lets considering the follow territory, quota and revenue data:

    Territory name Quota Closed revenue in the period parent territory

    1 Brasil 2000

    1.1 Rio de Janeiro. 1200 Brasil

    1.1.1 Ipanema. 800. 700 Rio de Janeiro

    We did try to create the dashboard using the SAs "Sales - CRM Opportunity territory" and "Sales - CRM Quota management"

    The problem is that the analysis retrieves only the revenue of the lowest level of the territory tree and does not accumulate for the above levels. What we need here is that if the user selects "Brasil" territory, the dashboard shows "700" as revenue, by sum the revenue of the child territories.

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