Create a Report Showing Sales Rep Quotas vs. Actuals

Scenario

User wants to create a report that contains Sales Rep Quotas and Actuals but the quotas do not appear in the report.

Solution

1. Navigate to Reports > Forecast > Forecast vs. Quota by Department

2. Click Customize

3. Name: Enter name

4. Click Save

5. If Quotas do not appear in the report, navigate to Transactions > Quota/Forecast > Establish Quotas > List

6. Quota: Click Edit

7. Department: Select a Department

8. Click Save
   Note: Repeat steps 6-8 for all other Quotas by using the same Department.