Sales Forecast Reporting by Opportunity and Sales Quotas

Sales managers can generate and view reports for their and their team's forecast and quotas for active periods by using subject areas for transactional Business Intelligence (BI). Watch this video Sales Forecasting BI Reports on Oracle Cloud Customer Connect which provides an overview of Sales Forecasting BI reporting and subject areas available when forecasting by opportunity owner and rolling up the resource hierarchy.

Note: Reporting is available for active forecast periods only.

You can generate reports for the following key forecast metrics:

• Committed Forecast
• Adjusted Team Rollup
• Opportunity Rollup
• Won, Committed, Best Case, and Unforecasted (pipeline) forecast category metrics

These prebuilt transactional BI subject areas are available to use when creating and editing analyses and reports for your sales forecasts.

• Sales – Resource Sales Forecast

  Report only on sales forecasts by opportunity owner rolling up the resource hierarchy.

• Sales – Resource Sales Quota

  Report only on sales forecasts by opportunity owner rolling up the resource hierarchy.

For example, this report contains both the sales forecast and resource sales quota facts for active periods.

See Where can I learn about Sales Forecasting BI Reports in the Sales Dashboard? for more information.