We need to show how a sales rep is doing YTD. Right now, we can look at individual months or quarters, and we can see how they are doing based on their entire year quota. However, we need to see their Quota Attainment YTD.
We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.
We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.
We need to show how a sales rep is doing YTD. Right now, we can look at individual months or quarters, and we can see how they are doing based on their entire year quota. However, we need to see their Quota Attainment YTD.