Alt. Sales and Billings Forecast vs. Quota Report

The Alt. Sales and Billings Forecast vs. Quota report shows both the ASA forecast and quota and the billings forecast and quota. It shows for the period you define in the footer of the report.

The calculated forecasts and the override forecasts are 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.

For information about how alternate sales amounts are calculated, see Calculating ASA.

To view the Alt. Sales and Billings Forecast vs. Quota report:

Go to Forecast > Reports > Alt. Sales and Billings Forecast vs. Quota.

A popup message appears in the middle of your screen indicating that your report is loading. You can click Cancel next to the status bar to stop the report from loading. Reports can take some time to load. If you would like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You will receive an email with a link to the report when it is ready for viewing.

Note:

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.

Related Topics

General Notices