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Serena Shergill
New Member
August 10, 2023
Solved

How to download all User Quotas for the year

  • August 10, 2023
  • 0 replies
  • 524 views

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

This topic has been closed for replies.
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.

 

Kenna
Community Manager
KennaAnswer
Community Manager
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
Veronique Barth
New Contributor
May 1, 2024

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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