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Quotas do not roll up in the forecasts tab (Collaborative Forecasting)

Knowledge Article Number 000187685
Description When accessing the forecast tab and viewing as a forecast manager with direct reports, you will see that the direct reports quotas do not roll up to the forecast manager.
Resolution This is by design. We did not want to enforce that a manager's quota must be the sum of their team's quota. Because Quotas do not roll up, this requires 'pre-work' for you to determine quotas in excel and then import into salesforce.




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