Closed Won Deals Vs. Quota Report

Hi @BérangèreL, thank you for the mention.

I’ve never used the quota or goals features at my current role, so am not 100% sure on how I’d approach this.

Although from chats with colleagues and looking into the native reports, there seems to be one Report that looks at what you are after @CBowler .

If you go into Reports> My Reports then once there look, into Report Collection (on your left hand side bar)> Sales > Forecasts & Pipelines> Quota attainment

You should have the following fields in there pre-calculated, screenshot below:

What you’d be after is the Attainment Percentage (although unfortunately, as we do not use the goals or quotas features, I can’t really see what calculation it does).

But if that does not suit your needs, the other way would be to create a custom formula.

Happy to dive deeper into this if needed :slightly_smiling_face: