Sapiens.BI PRO - Analytic Reporting

by sapiens.bi

Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.

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#4393 - Using Quotas in reports

Closed General Question created by rayb 4 years ago
Hi there In SugarCRM, under forecasts, we can assign a sales quota per user per month. I can't seem to select 'Quotas' as a report source - it doesn't appear in the list. How can I access quota records, so I can build a report that compares quotas to actuals for a given user? Thanks Ray

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    sapiens.bi

    4 years ago

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