Forecast vs. Quota by Location Report
The Forecast vs. Quota by Location report shows each sales rep's forecast and quota grouped by location. You can establish a quota by department at Forecast > Setup > Establish Quotas.
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. For more information on the sales forecast, read Sales Forecasting.
The total in the Forecast/Quota Variance column is the result of the forecast divided by the quota for that sales rep.
This report features an Actual column, a Quota/Actual Variance column and a Forecast/Actual column. The total in the Actual column represents closed cash sale and invoice totals for that sales rep. The Quota/Actual Variance column is the result of the quota divided by the actual closed sales for that sales rep. The Forecast/ Actual Variance column is the result of the sales forecast divided by the actual closed sales for that sales rep.
To view the Forecast vs. Quota by Location report:
Go to Reports > Forecast > Forecast vs. Quota by Location.
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. The preference is on the Analytics subtab.