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Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.

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#4393 - Using Quotas in reports

Closed General Question created by rayb a year ago

Hi there

In SugarCRM, under forecasts, we can assign a sales quota per user per month. I can't seem to select 'Quotas' as a report source - it doesn't appear in the list. How can I access quota records, so I can build a report that compares quotas to actuals for a given user?

Thanks Ray

  1. sapiens-bi member avatar

    sapiens.bi Provider

    a year ago

    Hello Ray,

    Thank you for contacting us!

    If you are entering "Quota" in the field in a User Module, you should probably add the User Module, Or have you added a custom module with a name Quota and it is missing? Have you tried "Extended" button in a report builder?

    We might need to take a closer look to this together, if adding Users module isn't a solution. In this case maybe you can send us the temporary admin user access to eva.narunovska@itsapiens.eu or we can schedule a live web meeting with remote access.

    Best Regards, IT Sapiens Team

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