Thanks very much for this video. Unfortunately, this report type does not work if you want to compare Quota amounts with Opportunity amounts. We have forecast types : if a salesperson has NO opportunity of a given forecast type in one of the months of that period, the Quota amount of that month, for that category and salesperson will not be taken into account. To fix this, you need to rebuild the Report Type with unions instead of intersections : ALL Forecasting Quotas which MAY or MAY NOT have Forecasting Items, which MAY or MAY NOT have Opportunities.
@rupertbarrow2513 You are right! Thank you for taking the time to let us know about this. We implemented this in an org where a sales person always has a closed won opportunity every month, so we never caught this issue. Thank you!!
Thanks very much for this video.
Unfortunately, this report type does not work if you want to compare Quota amounts with Opportunity amounts. We have forecast types : if a salesperson has NO opportunity of a given forecast type in one of the months of that period, the Quota amount of that month, for that category and salesperson will not be taken into account.
To fix this, you need to rebuild the Report Type with unions instead of intersections : ALL Forecasting Quotas which MAY or MAY NOT have Forecasting Items, which MAY or MAY NOT have Opportunities.
@rupertbarrow2513 You are right! Thank you for taking the time to let us know about this. We implemented this in an org where a sales person always has a closed won opportunity every month, so we never caught this issue. Thank you!!
Thank you! So helpful
You are welcome! 😃
Good video .....I just noticed your hair ...I thought you going to dye them blue as blue tiger.
Thank you! I've tried to go blue in the past and it turns green after the first washing...you are right though, blue would be much better! 😁