Read-only: Demo CRO's forecast. Calls, quota and notes remain theirs to change.
Review Demo CRO's quota, call and evidence for 2026.
Forecast status: Ready to update
Forecast updates are required on the first Monday of every month at 3:00 PM PDT.
Next check-in: Monday, October 5 at 3:00 PM PDT.
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Year Ready
Q1 Ready
Q2 Ready
Q3 Ready
Q4 Ready
What each number means and where it comes from
Start here: set the yearly Quota, then choose In call deals on Deals. Override Your call here only when your judgement differs from those deals.
| Term | What it means | Where it comes from |
|---|---|---|
| Quota | Your annual target. | Set once on the Year card; it divides into quarters and months. |
| Won | Revenue already closed won. | Closed deals, counted by closed date. View them on Won & Lost. |
| Your call | What you believe will land. | In call deals roll up; a value typed here overrides that level. |
| Quote Evidence | Value supported by customer approval. | The approved quote amount on open deals. It cannot be typed here. |
| Club | Your optional bonus target. | Set once on the Year card; measured against Won. |
The Year 2026
The whole year; the card everything else divides up.
- Quota for the year is the only quota you type on this page. Each quarter shows a quarter of it, each month a third of its quarter.
- Club target is optional: the number above your quota that earns the company's bonus. It is a year figure and stays one; it never divides into quarters, because nobody is paid a quarter of a bonus. It counts won deals only, so it moves when a deal closes and not when you call one.
- Your call here is optional: type it if you plan at year level, or leave it blank and it adds up from the four quarters; which add up from their months, which add up from the deals you ticked In call.
- Fiscal year starts is shown, not typed. It re-cuts the quarters on every screen and in every year, so it's one setting for the whole account: change it in User Settings. Leave it on January for a plain calendar year.
- Won is what you've actually closed this year, against that quota; the settled part of it. It counts a deal in the period it closed, not the one you forecast it in, and nothing moves it again. To add to it, close a deal from its own page.
- Quote Evidence can't be typed at any level; it's the customer-approved quote value on your open deals. A deal you've won has left it and is counted under Won instead, so the two never double up.
- Every field saves when you click away. There's no Save button.
Quota for the year ($)
$15,750,000
Your call ($)
$13,700,000
Club target ($)
$17,640,000
Fiscal year starts
Jan - Dec
Priorities / notes for the year
Demo CRO's 2026 coverage plan.
- Quota$15,750,000
- Won$98,492 1% $15,651,508 to go
- Your call$13,700,000 −$2,050,000 under
- Quote Evidence$0 0%
- Club$17,640,000 1% $17,541,508 to go $1,890,000 over quota
3 deals close in 2026 · 1 in your call ($0 of it proven) · 2 won in 2026, $98,492
How your call moved
- Sep 11 $13,700,000
- Sep 11 $380,000
Q1 2026 Jan-Mar
Q1 on its own; Jan-Mar. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
$3,014,000
Priorities / notes
Q1: build the named opportunities.
- Quota$3,937,500 a quarter of the year
- Won$48,137 1% $3,889,363 to go
- Your call$3,014,000 −$923,500 under
- Quote Evidence$0 0%
1 deal close here · 1 in your call ($0 of it proven) · 1 won here, $48,137
How your call moved
- Sep 11 $3,014,000
- Sep 11 $83,600
Jan 2026
Jan 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$934,340
Notes
Pipeline review is scheduled.
Quota $1,312,500 · Your call $934,340 · Won $48,137 · No deals close here yet
How your call moved
- Sep 11 $934,340
- Sep 11 $25,916
Feb 2026
Feb 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$994,620
Notes
Customer validation is scheduled.
Quota $1,312,500 · Your call $994,620 · No deals close here yet
How your call moved
- Sep 11 $994,620
- Sep 11 $27,588
Mar 2026
Mar 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,085,040
Notes
Close-plan review is scheduled.
Quota $1,312,500 · Your call $1,085,040 · Quote Evidence $0 · 1 deal · 1 of 1 in your call
How your call moved
- Sep 11 $1,085,040
- Sep 11 $30,096
Q2 2026 Apr-Jun
Q2 on its own; Apr-Jun. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
$3,288,000
Priorities / notes
Q2: validate the named opportunities.
- Quota$3,937,500 a quarter of the year
- Won$0 0% $3,937,500 to go
- Your call$3,288,000 −$649,500 under
- Quote Evidence$0 0%
2 deals close here · none ticked into your call
How your call moved
- Sep 11 $3,288,000
- Sep 11 $91,200
Apr 2026
Apr 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,019,280
Notes
Pipeline review is scheduled.
Quota $1,312,500 · Your call $1,019,280 · Quote Evidence $0 · 1 deal · none ticked into your call
How your call moved
- Sep 11 $1,019,280
- Sep 11 $28,272
May 2026
May 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,085,040
Notes
Customer validation is scheduled.
Quota $1,312,500 · Your call $1,085,040 · Quote Evidence $0 · 1 deal · none ticked into your call
How your call moved
- Sep 11 $1,085,040
- Sep 11 $30,096
Jun 2026
Jun 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,183,680
Notes
Close-plan review is scheduled.
Quota $1,312,500 · Your call $1,183,680 · No deals close here yet
How your call moved
- Sep 11 $1,183,680
- Sep 11 $32,832
Q3 2026 Jul-Sep
This quarterQ3 on its own; Jul-Sep. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
$3,699,000
Priorities / notes
Q3: advance the named opportunities.
- Quota$3,937,500 a quarter of the year
- Won$50,355 1% $3,887,145 to go
- Your call$3,699,000 −$238,500 under
- Quote Evidence$0 0%
0 deals close here · none ticked into your call · 1 won here, $50,355
How your call moved
- Sep 11 $3,699,000
- Sep 11 $102,600
Jul 2026
Jul 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,146,690
Notes
Pipeline review is scheduled.
Quota $1,312,500 · Your call $1,146,690 · Won $50,355 · No deals close here yet
How your call moved
- Sep 11 $1,146,690
- Sep 11 $31,806
Aug 2026
Aug 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,220,670
Notes
Customer validation is scheduled.
Quota $1,312,500 · Your call $1,220,670 · No deals close here yet
How your call moved
- Sep 11 $1,220,670
- Sep 11 $33,858
Sep 2026
Sep 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q3 and the year, unless a call is typed at those levels too.
- Quota is a third of Q3's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,331,640
Notes
Close-plan review is scheduled.
Quota $1,312,500 · Your call $1,331,640 · No deals close here yet
How your call moved
- Sep 11 $1,331,640
- Sep 11 $36,936
Q4 2026 Oct-Dec
Q4 on its own; Oct-Dec. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
$3,699,000
Priorities / notes
Q4: close the named opportunities.
- Quota$3,937,500 a quarter of the year
- Won$0 0% $3,937,500 to go
- Your call$3,699,000 −$238,500 under
- Quote Evidence$0 0%
0 deals close here · none ticked into your call
How your call moved
- Sep 11 $3,699,000
- Sep 11 $102,600
Oct 2026
Oct 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,146,690
Notes
Pipeline review is scheduled.
Quota $1,312,500 · Your call $1,146,690 · No deals close here yet
How your call moved
- Sep 11 $1,146,690
- Sep 11 $31,806
Nov 2026
Nov 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,220,670
Notes
Customer validation is scheduled.
Quota $1,312,500 · Your call $1,220,670 · No deals close here yet
How your call moved
- Sep 11 $1,220,670
- Sep 11 $33,858
Dec 2026
Dec 2026; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q4 and the year, unless a call is typed at those levels too.
- Quota is a third of Q4's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
$1,331,640
Notes
Close-plan review is scheduled.
Quota $1,312,500 · Your call $1,331,640 · No deals close here yet
How your call moved
- Sep 11 $1,331,640
- Sep 11 $36,936