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SalesforceLabs / ForecastingMobileUI

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Cannot Drill into Opportunity Detail #3

Open jamieatyext opened 8 years ago

jamieatyext commented 8 years ago

The summary page works great; shows the numbers correctly. But when a user tries to drill into a forecast category, it shows 0 opportunities (screenshots below). Any ideas why? image1 image2

alonkama commented 8 years ago

Could it be that the person viewing the quota is a Forecasting Manager? If so, that manager isn't the direct owner of the underlying opportunities.

This is a known limitation with this first version. It was meant to be primarily used by the direct quota-carrying reps.

On May 9, 2016, at 4:26 PM, jamieatyext notifications@github.com wrote:

The summary page works great; shows the numbers correctly. But when a user tries to drill into a forecast category, it shows 0 opportunities (screenshots below). Any ideas why? [image: image1] https://cloud.githubusercontent.com/assets/19275256/15131180/de4009c8-161b-11e6-986c-577c72470c78.PNG [image: image2] https://cloud.githubusercontent.com/assets/19275256/15131181/e04b6172-161b-11e6-9a47-e54ce01e496e.PNG

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jamieatyext commented 8 years ago

That is exactly what's happening.

Are there plans for a second version with this feature?

On Mon, May 9, 2016 at 7:29 PM, Alon Kama notifications@github.com wrote:

Could it be that the person viewing the quota is a Forecasting Manager? If so, that manager isn't the direct owner of the underlying opportunities.

This is a known limitation with this first version. It was meant to be primarily used by the direct quota-carrying reps.

alonkama commented 8 years ago

Unfortunately, no plans for the next version of this app. Salesforce has a roadmap item for Forecasting in Salesforce1, and it'll be much better than my app :-)

On Mon, May 9, 2016 at 4:32 PM, jamieatyext notifications@github.com wrote:

That is exactly what's happening.

Are there plans for a second version with this feature?

On Mon, May 9, 2016 at 7:29 PM, Alon Kama notifications@github.com wrote:

Could it be that the person viewing the quota is a Forecasting Manager? If so, that manager isn't the direct owner of the underlying opportunities.

This is a known limitation with this first version. It was meant to be primarily used by the direct quota-carrying reps.

— You are receiving this because you commented. Reply to this email directly or view it on GitHub https://github.com/ForceDotComLabs/ForecastingMobileUI/issues/3#issuecomment-218020080