Trusted Contributor
CTU007
Posts: 451
Re: report on acutal sales vs quota

Hi, Susan, I have set up the Forecast Hierarchy, and have enabled all sales reps as forecast users. But still, when I run the following report, it will only show the information for that specific role only: (I change the role on the top by clicking on all the roles here, the subordinates data will not show in the report)

CEO > VP Global Sales

Hierarchy: Sales VP APAC |  Sales VP NA | Sales VP EMEA

There are no sales reps below the VPs here, even they are in the forecast hierarchy.

 

Report Name        Description  

Customizable Forecasting: Quota vs Actual     Compare my quota w/actual sales.