Salesperson Pipeline: Managers Viewing Salespeople's Quotas - Point Of Information

Kinetic ERP
1

I’m only posting this in an attempt to help somebody down the road… This is not a bug…

After a week of chasing down the issue with our Sales Managers being unable to see the Salespeople’s pipelines & related quotas, I finally figured this out… there is no internal information in the Online Help or the CRM User Guide (2024.1) that addresses the entirety of the chain-of-things-need-to-be-checked-to-make-it-work.

In order for somebody to view the pipelines of the sales force (and quota progress) the manager has to be able to “view the company pipeline” (which we figured), but here is what we missed:

The person to whom the pipeline you would like to view has to be marked in “Work Force” (Sic) as reporting to the person viewing the individual pipelines… (only one can be chosen). This is accomplished in “Work Force” by going to the salesperson’s entry and choosing the manager/user from the “Reports To” drop-down field. Once this is “connected” the managers can view the individual Quotas and Pipelines by selecting any of the people marked as reporting to them in the Salesperson Pipeline Screen.

Of course, you also need to set Quotas in the SalesPerson Quota Screen if you are using them.

FWIW

2

Hi Joseph,

Thanks for posting. I’ve followed all the steps you mentioned, but I still receive an error “A valid SalesRepCode is required.” when the Salesperson Pipeline loads and the date fields are greyed out. I have four WF records, all with “View all Territories” and “View Company Pipeline” checked. Three of the WF records report to the fourth one. All three have a Sales Quota for the current year. I’m logged in as the fourth WF record User account, and nothing… Any ideas?

3

Welcome aboard @KevinB

I think you are after KB0048391 in the Epicare knowledgebase

You need to set your authorised user for the workforce as default.

Hope that helps.