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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
Forecast vs Quota Report Customization
I am trying to customize the Forecast vs Quota report to only include opportunities so I added the following filter:
Transaction Type is Opportunity
But the report never comes up Currently it appears the forecast calculation includes invoices. We just want opportunities (projected amount) compared to the Sales Rep's quota. Has anyone had any luck using this report or is it better to create a saved search and go around the report?
Thanks,
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