1. Working with Sales Planning
  2. Working with Advanced Sales Forecasting
  3. Performing Generic Sales Forecasting
  4. Reviewing Forecast Data

Reviewing Forecast Data

Review forecast data at a territory or resource level or at a detailed account and product level.

Use the Forecast Summary form to:

  • Review the forecast target (typically from Quota Planning if you are integrating Quota Planning with Advanced Sales Forecasting) in the top half of the dashboard.
  • Review pipeline and commission compensation details.
  • Review the forecast commit (typically loaded from the CRM system) in the bottom half of the dashboard. If needed, you can make adjustments to the forecast commit. See Adjusting the Forecast.

If your administrator enabled the Account and Product dimensions and loaded forecast data at a detailed level, use the Forecast Detail form to review data at a more detailed level. If needed, you can make adjustments at a detailed level. See Adjusting the Forecast.

Use the Forecast Analysis form to review revenue drivers and their impact on revenue.