Great videos. Can you please share the formulas you are using in the report? I have 3 Forecast Types due to our structure and each type has it's own set of quotas. What the report then shows is not a line item each but a total.
@HammeredScrewed Thank you so much! Here are the formulas we used in the Actual - Quota Report: Actual - Quota = ForecastingItem.ForecastAmount:SUM-ForecastingQuota.QuotaAmount:SUM % to Quota = ForecastingItem.ForecastAmount:SUM/ForecastingQuota.QuotaAmount:SUM Is this what you were looking for?
Yes, you would which doesn't sound awesome if your quotas are changing every quarter. Let me see if we can automate this with flow. It should be possible!
Great videos. Can you please share the formulas you are using in the report? I have 3 Forecast Types due to our structure and each type has it's own set of quotas. What the report then shows is not a line item each but a total.
@HammeredScrewed Thank you so much! Here are the formulas we used in the Actual - Quota Report:
Actual - Quota = ForecastingItem.ForecastAmount:SUM-ForecastingQuota.QuotaAmount:SUM
% to Quota = ForecastingItem.ForecastAmount:SUM/ForecastingQuota.QuotaAmount:SUM
Is this what you were looking for?
I guess you have to do this exercise manually every 3 months or so or whatever / whenever quota number change ...correct ?
Yes, you would which doesn't sound awesome if your quotas are changing every quarter. Let me see if we can automate this with flow. It should be possible!