Quota reports and dashlet
Sales vs Quota
A Sales vs Quota dashlet displays users results and quotas for current period and year-to-date. Results can be calculated from Opportunities, Quotes or Invoices Forecast can be calculated from Opportunities or Quotes
Multiple views are also available to Sales Reps and Sales Managers analyze current results and forecast:
- Current period report
- Won per period
- Cumulated Won per period
- Won + Forecasted per period
- Cumulated Won + forecasted per period Click on Sales Quotas menu to access these reports
Reports and dashlet will give you a graphic summary or sales and quota achievement
Sales vs Quota dashlet
Go to your Home page, click on Add Dashlet and select "Sales vs Quota"
Sales vs Quota reports
Click on menu "Sales Quotas"
The report also displays a summary of all your Sales Reps:
In that view, you can navigate to previous or next year. Other views show you:
- Won opportunities per period (available only for current year and past years)
- Cumulated Won opportunities per period (available only for current year and past years)
- Won + Forecasted opportunities per period (available only for current year and future years)
- Cumulated Won + forecasted opportunities per period (available only for current year and future years)
Click on the radio buttons to display these other views:
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