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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Sales Activity Goals and Tracking
Anyone have a straightforward way to plugin a Quota that is really amount of sales Activity? I am hoping to avoid building custom formula but I am guessing that is what I will need to do.
Example:
Goal: 1000 calls a month
On August 15th (halfway through the month)
MTD Sales Rep Activity Tracking
Goal Actual %
500 480 96%
Thank you.
Aaron Thompson
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