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Quotas do not roll up in the forecasts tab with Collaborative Forecasting

公開日: Oct 13, 2022
説明
When accessing the forecast tab and viewing as a forecast manager with direct reports, users will see that the direct reports quotas do not roll up to the forecast manager.
解決策
This is by design in Classic. A manager's quota summing to their team's quota is not enforced. Because Quotas do not roll up, this requires the forecast manager should enter in Quotas per User to determine quotas in excel and then import into salesforce.

When in Lightning Experience, Users can now add quotas directly from the Forecast Manager User and do not need excel to import/update users quota.

Users can directly update Forecast Manager user quota by steps below:  

Lightning Experience : From Setup -> Feature Settings -> Sales -> Forecasts Quotas -> Show Quotas -> Assign Quotas to Users.  

See Also:
Set up Quotas in Collaborative Forecasting 

Collaborative Forecasts Concepts

ナレッジ記事番号

000387510

 
読み込み中
Salesforce Help | Article