Alt. Sales Forecast by Sales Rep Detail Report
The Alt. Sales Forecast by Sales Rep Detail report lists each sales rep's forecast. It shows for the period you define in the footer of the report. The weighted and calculated alternate sales amount (ASA) forecast totals are shown for each transaction in each sales rep's forecast.
The calculated ASA forecast is determined by the sum of the following:
-
unbilled sales orders that have not been processed into cash sales or invoices
-
estimates with the Include in Forecast box checked that have not been used to create sales orders, invoices or cash sales
-
opportunities with no estimates attached or with estimates that are not set to be included in the forecast
The weighted forecast is the product of a transaction's probability and its projected amount. The projected amount is the total of the items on the transactions.
To view the Alt. Sales Forecast by Sales Rep Detail report:
Go to Forecast > Reports > Forecast by Sales Rep > Detail.
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.