Sales Forecast vs. Quota Report

The Sales Forecast vs. Quota report shows each sales rep's forecast and quota for the period you set in the report footer.

The report shows the calculated forecast and the override forecast for each sales rep. If you use Advanced Forecasting, you'll see the override forecasts for each category such as Worst Case, Most Likely, and Upside. For more information, see Sales Forecasting.

If you're customizing this report, grouped subsidiaries (Forecast > Subsidiary > Name (Grouped)) are currently not available. View individual subsidiaries to track your sales rep’s forecast and quota.

To view the Sales Forecast vs. Quota report:

Go to Forecast > Reports > Forecast vs. Quota.

A popup message appears in the middle of your screen to let you know your report is loading. You can click Cancel next to the status bar to stop the report from loading. Reports can take some time to load. If you'd like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You'll get an email with a link to the report when it's ready to view.

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General Notices