Quota vs. Actual Tool

Do you want to manage Quota versus Actual in Synergy by Sales Rep or in total?

We have added a Synergy Request Type for Quota assignments by Sales Rep.

Then we link the Sales Opportunities to the Sales Rep and build a Quota Grid that can be displayed as a Favorite in the Synergy dashboard or home page like this…Quota Grid

 

 

 

 

 

 

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