function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
giorgio70giorgio70 

Custom approach to Quota management

Hello

 

The standard Quota/Forecast salesforce.com object is very limited when it comes to reports.

 

I would like to create a custom object called QUOTA, with these fields:

 

Lookup to USER

Quota (Currency)

Product Family

Start Date

End Date

 

This would basically replicate the ReveueForecast object.

 

I would also create a custom field on the Opportunity Line Items object, to lookup the Quota.

I would then write an APEX trigger to link the line item to the proper quota line based on User, Close Date and Product Family.

In this way I am trying to link each item to the Quota they contribute to.

 

I am not sure this approach could work. After a mock up, I realize that I would have a hard time getting a rollup of the Quota by User by Product value.

 

Has anyone tried an approach to creating their own Quota object to bypass some of the salesforce limitations? Can you share what data model you have come up with?

 

My goal is to get a report that shows the performance by sales person against their quota WITH THE ABILITY to drill down the Opportunity level (this is not possible using standard forecast Salesforce.com reports)

 

Thanks

Giorgio