Sales Forecast vs. Quota Report
The Sales Forecast vs. Quota report shows each sales rep's forecast and quota for the period you define in the footer of the report.
The calculated forecast and the override forecast is shown for each sales rep. If you use Advanced Forecasting, the override forecast for each category is shown such as Worst Case, Most Likely, Upside. For more information, see Sales Forecasting.
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Quota is the goal set for each sales rep for the period specified in the report.
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Forecast/Quota Variance is the sum of the forecast divided by the quota for that sales rep.
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Actual represents closed cash sale and invoice totals for that sales rep.
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Actual / Quota Variance is the sum of the quota divided by the actual closed sales for that sales rep.
If you are 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 message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.