Sales Quotas

by NS-Team

Define Quotas for your Sales Reps and visualize achievement and forecast.

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#2172 - Fiscal Year start

Open Bug? created by jobvector GmbH Verified Purchase 5 years ago

Hi,

Edit View in Sales Quotas begins at Dec and ends with Nov. To change this we had to change the Sales Quotas Settings from Month to Fiscal Month. Because this view changed the DetailView, we changed the Type back to Month. With these setting we achieved the right result (Starting at Jan. and ending in Dec.).

is this a bug or a feature?

Kind Regards

  1. bluquet member avatar

    NS-Team Provider Affiliate

    5 years ago

    Hi,

    Sorry I am not sure I understand the problem you had. Did you mean that your default period was Dec. to Nov. (which is not supposed to be the default period)?

    Best regards

    • software member avatar

      jobvector GmbH Verified Purchase

      5 years ago

      Don't know about the default period, but the Edit View in Sales Quotas was starting in December and Ending with November. After the change in: Sales Quotas Settings from Month to Fiscal Month and back to Month it displayed the slots from Jan to Dec.

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