During the configuration of Sales Planning, you faces the error "You are not authorized to execute report Sales Targets for Opportunities".
Reproducing the Issue
- Go to Sales work center;
- Go to Sales Target Planning;
- Select a plan;
- Click on Edit button and then on Plan Structure;
- Fill all the requested information;
- On Step 4 Copy Target Data, when you try to move forward, you will got the error "You are not Authorized to Execute Report Sales Targets for Opportunities".
You don't have access to Analysis work center and Performance view.
As the report Sales Target for Opportunities is assigned to Analysis work center and Performance view, you should grant your access to it by doing the following steps:
- Go to Administrator work center;
- Go to Users view;
- Select Business Users;
- Search for user ABC (ABC represents the user ID) and select it;
- Click on Edit and then on Access Rights;
- Go to Work Center and View Assignment;
- Expand COD_ANALYSIS;
- Find COD_PERFORMANCE and check its checkbox.
KBA , LOD-CRM-EMP , Employee , How To