Alt. Sales Forecast by Sales Rep Summary Report
The Alt. Sales Forecast by Sales Rep Summary report lists each sales rep's calculated and override alternate sales amount (ASA) forecasts. It shows for the period you define in the footer of the report.
The calculated ASA forecast is determined by the sum of the alternate sales amounts on the following:
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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
The override forecast is manually entered by sales reps and sales managers. For more information, read Saving Sales Rep Forecasts and Saving Sales Manager Forecasts.
Sales reps are grouped and totaled by sales team. Click the name of a sales manager to collapse or expand a sales team.
If you use Advanced Forecasting, the forecast for each forecast type are shown. The override forecast shown is the Most Likely.
To view the Alt. Sales Forecast by Sales Rep Summary report:
Go to Forecast > Reports > 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.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences > Analytics subtab.