Revenue Operations Analytics App - Quota information is aggregated across all Forecast Types
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Revenue Operations Analytics App - Quota information is aggregated across all Forecast Types

Einstein Analytics - Apps

Last updated Yesterday ·Reference W-9011248 ·Reported By 2 users

In Review

Summary
The Revenue Forecasting dashboard within the Revenue Operations Analytics App for Tableau CRM aggregates Quota Amounts across all Forecast Types instead of allowing users to view Quotas by individual Forecast Types.

Repro
1. Insert Forecasting Quota data looking up to multiple Forecast Types for the same period for at least one user.
2. Create a Revenue Operations App in Tableau CRM.
3. When the App is created, open the Revenue Forecasting dashboard.
4. Filter the dashboard for the user and period discussed in the first step.
5. Note that the Quota number widget displays an aggregate Quota Amount over all Forecast Types.

Workaround
Add a global filter for the ForecastingTypeId field in the ForecastingQuota dataset to the dashboard.

Reported By (2)

Josselain Prost Neven Armic

Is it Fixed?

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