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Questions tagged [quota]

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1answer
34 views

Some Salesforce Hiccups

I'm currently building out a salesforce instance and was surprised that there isn't a way to create a custom address field. Does anyone have any experience working around this other than creating a ...
2
votes
0answers
67 views

Multiple Quotas for Single Sales User

In real business scenario, a Sales Rep can be working on multiple opportunities of different types. Business needs to set multiple Quotas for single Sales User either depending on the Opportunity Type ...
0
votes
1answer
54 views

Quota Attainment based on Revenue Schedule

We have a client that only counts revenue as it's realized vs. when it was booked and Sales reps are compensated based on when the revenue was realized vs booked. We have Revenue Schedules ...
0
votes
1answer
86 views

Show User and their ForecastingQuota

I have a List of User who are enable to have ForecastingQuota: List<User> resultsusers = new List<User>(); resultsusers = [SELECT Id FROM User WHERE IsActive = TRUE AND ...
4
votes
2answers
403 views

how to enable quotas

Can someone please explain the process of enabling quotas in developer edition. I have given all permissions like: Enable forecast, allow forecast, Show quotas. But when I enable user in forecast ...
0
votes
1answer
406 views

I want to use company quota instead of individual sales user quota in collaborative forecasting

as per our company policies we don't have individual quotas. How I can show the whole company quotas in collaborative forecast. I am using forecast and upload quota for sales users. we don't want ...
1
vote
0answers
109 views

How can I modify a matrix report with a summary line?

I have a matrix report I want to use to show the quota for a month and then all the activity for that month summed up and compared to the quota. If I leave Details turned on, it will show the Quota ...
1
vote
3answers
1k views

How to enable Quotas in Professional Edition collaborative forecast

I am trying to setup quotas to PE collaborative forecast. When I go to the customize - forecast - setup section, I do not see the "Show Quotas" checkbox as described in the documentation (page 14) ...
3
votes
2answers
2k views

Adding quota to users in Collaborative Forecasts

How can I add a quota to users in Collaborative Forecasts.