Friday, December 14, 2018

Team Quota is not equal to Total Quota on Forecast VS Quota Report

Issue: The Quota amount for a particular Sales Manager does not match the Total Quota and the Team Quota. This happens on the Forecast VS Quota Report.

Solution: Check if the Sales Manager has two quotas under Transactions > Quota/Forecast > Establish Quotas > List. If he has a team quota, it will be the amount displayed on the Team Total Column. The Total Quota will display the sum of the quota of all the Sales Rep under the Sales Manager. 

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