Collaborative Forecasting - can you see My Direct Reports' Forecasting Quotas & My Forecasting Quotas - Answers - Salesforce Trailblazer Community
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Celia SuhCelia Suh 

Collaborative Forecasting - can you see My Direct Reports' Forecasting Quotas & My Forecasting Quotas

My organization utilizes collaborative forecasting. I'm trying to create ONE dashboard/ONE dashboard component that three different managers will use that shows their Forecasting Quotas with their Opportunities (custom report). The only choices under the "Show" drop-down are My Direct Reports' Forecasting Quotas, All Forecasting Quotas and My Forecasting Quotas. Is there a way to get the roll-up including the reports to the Manager so that I do not need to create three different reports & Dashboards?  
Chris SimmonsChris Simmons
Hi Celia,

I'm not sure if this would work for you as I have very little familiarity with Quotas in Salesforce, but have you looked into Dynamic Dashboards (https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_dynamic_setting_up.htm&language=en)
Celia SuhCelia Suh
Hi Chris, I’m currently using Dynamic Dashboards but need the reports to include the manager themselves which pulls the information from the report which doesn’t include an option to bring in quotas/opportunities that the managers’ own like there are on other report types. For example, in opportunities there’s an option to include all of the managers’ teams members’ opportunities, as well as the managers’ opportunities. Celia