I have to prepare a score card for Sales reps where I can show how much they achieved Annual quoate and for Quarter1, Quarter2 . Quarte3 and Quarter 4. Based on their achievement, I need to give them color- Green, Yellow and Red.
Has anyone build anything based on this use case, please share pointers or resources with me.
Thanks in Advance
Ekta
4 answers
@Steve: Thanks Steve, I used 'Rollup helper' app for all the calculations and it made my task real easy. But your approach looks fantastic, I will definitely give it a try, thanks for sharing.
My approach:
Create a custom user object and establish relationship with opportunity
Create 2 fields , for capturing yearly sales closed and attainment( with the help of rollup helper)
Create 2 more fields, for capturing Quarterly sales closed and attainment(with the help of rollup helper+ filter)
Pulled report charts on the same object to make it more visible.Sorry, I can't help you with flow or code.
I did build this using the standard Opportunity Object (and no code)
Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
https://success.salesforce.com/answers?id=90630000000hs6gAAAWhere and how are you recording their qurterly quota, and how are you comparing this to their quarterly sales? I am planning to create custom objects where I will capture quarterly quota manually and then in another field, will try to capture actual sales with the flow or some code.
