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This report measures performance relative to quota for the current period and year-to-date. Closed revenue, as well as pipeline revenue, are tracked to determine whether the goal for the quarter can be met.
This thermometer has added functionality compared to standard thermometers. A dashed line is added at a point below the trigger to indicate a revenue level that is below the target but still acceptable. The position of the dashed line is based on the value of the AcceptableLevel variable. Table 30 shows the variables for use with this thermometer for the Quota Summary Report.
This section contains special graphic components generated dynamically in the OnRow method of the frmDirectReportData component. The code sizes the Pipeline Revenue bar based on the sum of pipeline revenue and actual revenue. The Actual Revenue bar is sized according to the actual revenue value. The Quota Indicator line is superimposed in a position based on the quota value. The code also calculates the percent difference between the actual revenue and the quota, and determines whether or not the under-quota indicator will be displayed.
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