[Charla]

I have created a very simple (I thought) forecast matrix report, and no matter what I do the amount (net) is doubled when there is more than one sales rep listed on the sales team.

Reports > New Report > Forecast

Matrix

Metric = Amount (Net) or Projected Amount or Amount (Gross) or Transaction Total or any other measure

Subtotal by Class

Summarize across columns by Location Name

I haven’t gotten anywhere with support, but I can’t be the only one who wants to know forecast by class/vertical out there. How do you guys do it??
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[cdelacruz]

RE: Why is amount (net) doubled in my forecast matrix?

Hi Charla,

If the transaction uses more than 1 Sales Rep (Sales Team Tab), Amount (Net) Column for this Report will be computed as Transaction Total x No. of Sales Rep assigned on the Transaction.

Try using “Sales Rep Contribution Amount (Net)” field as a column in your Report instead.

Hope this Helps!

[Author]

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