Forecast vs. Quota by Class Report
The Forecast vs. Quota by Class report shows each sales rep's forecast and quota grouped by class. You can establish a quota by class at Forecast > Setup > Establish Quotas.
The report shows the calculated forecast and the override forecast for each sales rep. If you use Advanced Forecasting, you'll see the override forecast for each category. For more information about 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 Class report:
Go to Forecast > Reports > Forecast vs. Quota by Class.
A popup message appears in the middle of your screen to let you know 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'd like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You'll get an email with a link to the report when it's ready to view.
This report doesn't 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.