Hi All, I'm sure this has probably been covered before but I can't find anything. I would like to create a report/dashboard that shows annual % of quota for all reps. As you know, the Customizeable Forecast reports only run % of quota monthly or quarterly. I thought I could just create a new custom User formula for "annual quota", and then use a custom summary formula to calculate:
I want to create a field within Accounts that counts the number of contacts associated with that account. The reason being that it will allow me to identify any accounts that have no contacts associated with it.
I thought this might be the solution as I'm not aware of an easy way to do it within normal reporting.
