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How to download all User Quotas for the year

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Hello - Is it possible to download all user Quota data?

Best answer by Kenna

Hi @Serena Shergill! The Forecast Export will give you this.

You will need to export each quarter. You can select previous (or future) quarters in the dropdown at the top of the Forecast Module.



You can export the data from each quarter by selecting Export from the Actions Drop-down. Once you select Export, you’ll notice the Full Export includes quota data.

 

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Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • 973 replies
  • Answer
  • August 10, 2023

Hi @Serena Shergill! The Forecast Export will give you this.

You will need to export each quarter. You can select previous (or future) quarters in the dropdown at the top of the Forecast Module.



You can export the data from each quarter by selecting Export from the Actions Drop-down. Once you select Export, you’ll notice the Full Export includes quota data.

 

Kenna Valdez, Manager, Customer Community, Clari
Veronique Barth
New Contributor
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Why not allow a simple quota export? The full export file is over 400Mb in size for us and therefore unmanageable. Please make it possible for admins to export just the quota info in csv format. 

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