Salesforce Forecasts + Quotas: Custom Report Types for Actual vs Quota Reports
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This is the next video in our Forecasts & quotas series. In this episode, we’ll show you how to create two custom report types that let you generate reports from your forecast and quota data. While the Forecast tab is useful, you'll often need detailed reports for dashboards or to export data for commission reporting.
Blu Ninjas Article for this video: https://bluninjas.com/how-tos/salesfo...
Salesforce Resources:
Preparing Sales Leaders to Report on Forecasts: https://help.salesforce.com/s/article...
Guidelines for Using Collaborative Forecasts Reports: https://help.salesforce.com/s/article...
Calculate Opportunity Win and Loss Percentage in a Report: https://help.salesforce.com/s/article...
If you have not setup Forecasts & Quotas in Salesforce yet, check out our videos and articles containing step-by-step instructions on how to quickly setup this awesome tool for your sales teams.
• Blu Tiger Academy Videos:
○ Salesforce Forecasts + Quotas: Initial Setup + Import Quotas - • Salesforce Forecasts + Quotas: Initial Set...
○ Salesforce Forecasts + Quotas: Import Quotas Using Data Loader - • Salesforce Forecasts + Quotas: Import Quot...
○ Salesforce Forecasts + Quotas: Add Calculated Columns to Forecast Page - • Salesforce Forecasts + Quotas: Add Calcula...
○ Salesforce Forecasts & Quotas: Add Custom Data + Reference Data Columns to Forecast Page - • Salesforce Forecasts + Quotas: Add Custom ...
• Blu Ninjas Articles:
○ Salesforce Forecasts + Quotas: Initial Setup + Import Quotas - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts + Quotas: Import Quotas Using Data Loader - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts & Quotas: Add Calculated Columns to Forecast Page - https://bluninjas.com/how-tos/salesfo...
○ Salesforce Forecasts & Quotas: Add Custom Data + Reference Data Columns to Forecast Page - https://bluninjas.com/how-tos/salesfo...
CHAPTERS:
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0:00 Intro
0:25 Create Report Type: Forecasting Quotas with Forecasting Quota Items
1:15 Create Report for Actual vs Quota
4:35 Create Report Type: Forecasting Quotas with Forecasting Quota Items with Opps
5:32 Create Report for Actual vs Quota with Opportunity Data
7:09 Wrap-up
Music:
Songs:
Funky Pants
Geinfar
By: Valante on Epidemic Sound
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