CRM On Demand - Reports and Dashboards (MOSC)

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Best reporting area for quotas

edited Mar 31, 2014 5:20PM in CRM On Demand - Reports and Dashboards (MOSC) 5 commentsAnswered

Hi,

I see in the support documentation that there are a lot of limitations with Quotas but in order for this to be an effective sales monitoring tool I have to believe that I am just missing something in reporting.   My sales team has multiple quota types for the different products we sell.  I am sure this is not unusual.  Each quota only applies to opportunities of a certain type.  How can I filter by a quota type and an opportunity type and still see closed and pipeline revenue.  Thus far I get errors in nearly every reporting area both historical

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