Calculated Forecast by Sales Rep Report
The Calculated Forecast by Sales Rep report shows the calculated sales forecast for each sales rep.
In NetSuite, your calculated sales forecast is the sum of the following:
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cash sales and invoices that closed within the time period you are forecasting
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unbilled sales orders that have not been processed into cash sales or invoices
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estimates with the Include in Forecast box checked that have not been used to create sales orders, invoices or cash sales
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opportunities with no estimates attached or with estimates that are not set to be included in the forecast
If you use the Advanced Forecasting feature, the calculated forecast amount for each forecast category is shown.
To view the Calculated Forecast by Sales Rep report:
Go to Forecast > Reports > Calculated Forecast by Sales Rep.
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.