New Feature – Sales Quota Management – Reporting

There are 4 reports available to track progress towards quota:

  1. Sales Team – Groups Progress Towards Quota Report
  2. Sales Team – Account Managers Progress Towards Quota Report
  3. Sales Team – Partners Progress Towards Quota Report
  4. Sales Team – Partner Reps Progress Towards Quota Report
Sales Team Progress Toward Quota

Sales Team Progress Toward Quota

Please note the following:

  1. The Periods are based on the ‘Quota Periods’ selection on the ‘Quota Setup’ page.
  2. ‘Forecasted’ column displays only if there is a selection for ‘Forecasted Date of Sale’ on the ‘Quota Setup’ page.
  3. The amounts for ‘Forecasted’ are sourced from the ‘Amount of Sale’ field selected on the ‘Quota Setup’ page.
  4. The amounts for ‘Sold’ are sourced from the ‘Amount of Sale’ field selected on the ‘Quota Setup’ page.
  5. Records / opportunities selected for ‘Forecasted’ are those with ‘Sale’ field values not equal to those selected on the ‘Quota Setup’ page.
  6. Records / opportunities selected for ‘Sold’ are those with ‘Sale’ field values equal to those selected on the ‘Quota Setup’ page.
Explore posts in the same categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions

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