Edit the Forecast Dashboard Data Source Connection Make Sure Quotas Data Is Accurate

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Edit the Forecast Dashboard Data Source Connection Make Sure Quotas Data Is Accurate

If Sales Analyticsquotas numbers look higher than expected in the Forecast dashboard, it can be because the app counts some quotas twice. To make sure that the dashboard accurately reflects your team’s quotas, specify the dataset field the dashboard uses as its data source

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User Permissions Needed
To create and manage CRM Analytics apps:	Manage CRM Analytics Templated Apps
	Edit CRM Analytics Dataflows

The Forecast dashboard automatically rolls up quota amounts from a manager's direct reports. If the manager also has a quota assigned, that amount is rolled up with the team’s quota amount, which can cause the manager’s quota to be counted twice. To avoid double counting, assign different quota amounts to managers than the sum of their reps' quotas. Here’s how to do that.

Open the Forecast dashboard, and click to edit it.
Click in the upper right corner to open more options.
Select Connect Data Sources.
In the Data Source Connections window, scroll to find the RoleNames connection and click to edit it.
In the New Connection dialog box, look for the Data Source field containing the word ‘quota’. This field is the data source for the Quota dataset. Click to edit it.
Select the Quota dataset. In the list of fields, scroll to find the User.UniqueUserName field and select it.
In the New Connection dialog, click Update. Then click Close in the Data Source Connections window.
Click the disk icon in the upper right corner to save the dashboard.