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mshinn Odd Report Build
We are using Professional Edition.
I am attempting to perform a calculation to show what percentage a particular user is at for the current quarter of meeting their sales quote and their "quote quota". We require our salespeople to generate and deliver a certain amount ($$) in quotes per year as well as a certain sales quota. Each salesperson has a different quota.
I've added a custom field on each User Page for each quota goal (there is one for each quarter per rep, so a Q1 Quote Quota, Q2 Quote Quota, Q3... and so on). I also have a report which calculates the total amount they have quoted in the Current FY.
What I am having trouble doing is now developing the executive report for the dashboard which shows each rep's progression YTD and QTD showing (1) How much they've quoted; (2) What their Quote Quota is for that quarter; (3) What percentage of their quota they have already determined.
I am trying to add a custom formula to calculate that for me, but I cannot see how to do it with a report and I wouldn't know how to do a custom formula in a custom field that references the SUM of a report.
Any help would be greatly appreciated. Fair warning, I might explode if the answer starts with, "well, if you had Enterprise Edition". Thank you!
I am attempting to perform a calculation to show what percentage a particular user is at for the current quarter of meeting their sales quote and their "quote quota". We require our salespeople to generate and deliver a certain amount ($$) in quotes per year as well as a certain sales quota. Each salesperson has a different quota.
I've added a custom field on each User Page for each quota goal (there is one for each quarter per rep, so a Q1 Quote Quota, Q2 Quote Quota, Q3... and so on). I also have a report which calculates the total amount they have quoted in the Current FY.
What I am having trouble doing is now developing the executive report for the dashboard which shows each rep's progression YTD and QTD showing (1) How much they've quoted; (2) What their Quote Quota is for that quarter; (3) What percentage of their quota they have already determined.
I am trying to add a custom formula to calculate that for me, but I cannot see how to do it with a report and I wouldn't know how to do a custom formula in a custom field that references the SUM of a report.
Any help would be greatly appreciated. Fair warning, I might explode if the answer starts with, "well, if you had Enterprise Edition". Thank you!
Custom summary formulas are at the very bottom of the page on "Step 2 of 7" in the report wizard when you are building a Summary or a Matrix report (not available on a Tabular report).
I don't have Pro Edition, but Help and Training indicates that custom summary formulas are available in all editions.
https://na2.salesforce.com/help/doc/user_ed.jsp?section=help&target=building_custom_summary_formulas.htm&loc=help&hash=topic-title
I have an issue displaying a percent on a dashboard. Very similar to comments in this post.
I have a custom report formula to calculate a percent. I need to display this on a dashboard, but it seems to be defaulting to record count. Have you been able to determine if you're able to display custom report formulas on a dashboard. IF not, do you happen to know a work around?