[SalesForce] Adding quota to users in Collaborative Forecasts
How can I add a quota to users in Collaborative Forecasts.
Best Answer
In the AppExchange, Salesforce labs has made available a free package to help with this: Edit Quotas.
It creates an extra tab that allows you to enter quotas for users, for periods, manually. Much easier to use than Data Loader.
You are correct. Forecasts was released with Winter '12, but I would consider it to be still in beta. It is not possible to combine with certain other high-impact features such as Territory Management and multi-currency (as your table clearly states).
If you are not currently using e.g. Territory Management or multi-currency, or any of the other features incompatible with Forecasts, I'd suggest going with Forecasts anyway. They will surely be adding on features to it with later releases, to get it up to par with Customizable Forecasting.
Best Answer
In the AppExchange, Salesforce labs has made available a free package to help with this: Edit Quotas. It creates an extra tab that allows you to enter quotas for users, for periods, manually. Much easier to use than Data Loader.