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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

Quotas by sales rep and customer

in Ask A Guru 3 comments

Hi,

I am trying to get the output on a report of actual sales by rep and customer vs Quota by rep and customer (by period). I understand there is a limitation where quotas cannot be set by customer, so I was wondering what is the best way to achieve this. I tried setting up a new record type in the employee where I can add targets by customer and month, but then I can't get this to line up with the actuals from a customised report.

I would greatly appreciate some expert knowledge here

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