4 Am I Closing Revenue in Line with My Forecast?
This tutorial shows you how to analyze individual sales performance by comparing closing revenue with sales forecast figures.
This tutorial is aimed at sales representatives.
How to Verify that I Am Closing Revenue in Line with My Forecast Figures
Sales representatives can analyze their own performance by following these steps.
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From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
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From the Contents pane, expand the following folders (by clicking the arrow next to each folder):
Shared Folders Sales Analytic Library Embedded Content Opportunity and Revenue Management
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Click Current Period Performance, and select View.
The Current Period Performance report is displayed.
I can now use this report to analyze my Closed Revenue against Target Quota.
