EvidenceSales

Manager View

Forecast Rollup

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.

Compare the forecast entered by a leader with the forecasts entered directly below them, then follow any difference to the responsible team or deals.

2026

Demo CRO forecast reconciliation

View underlying deals
Submitted forecastDeal rollupDifferenceQuote EvidenceStatus
$13,700,000Entered by Demo CRO $21,235,101Deals marked In call -$7,535,101Below team $0Across this reporting branch $7,535,101 below rollupLeadership forecast versus deals

Trace the difference

Reporting hierarchy

Each manager is compared with direct reports; each rep is compared with their deals.
PersonSubmitted forecastUnderlying rollupDifferenceQuote EvidenceStatusInvestigate
Commercial Rep 1Member $600,000 $1,708,576Deals marked In call -$1,108,576 $604,252 $1,108,576 below rollup View deals
Commercial Rep 2Member $620,000 $1,766,588Deals marked In call -$1,146,588 $702,825 $1,146,588 below rollup View deals
Commercial Rep 3Member $640,000 $1,008,149Deals marked In call -$368,149 $483,912 $368,149 below rollup View deals
Commercial Rep 4Member $660,000 $1,882,612Deals marked In call -$1,222,612 $582,485 $1,222,612 below rollup View deals
Commercial Rep 5Member $680,000 $1,940,624Deals marked In call -$1,260,624 $686,179 $1,260,624 below rollup View deals
Commercial VPManager $210,000 $594,444Deals marked In call -$384,444 $0 $384,444 below rollup View deals
Enterprise Rep 1Member $950,000 $1,476,613Deals marked In call -$526,613 $708,774 $526,613 below rollup View deals
Enterprise Rep 10Member $1,150,000 $3,246,564Deals marked In call -$2,096,564 $1,005,558 $2,096,564 below rollup View deals
Enterprise Rep 2Member $975,000 $2,740,468Deals marked In call -$1,765,468 $849,165 $1,765,468 below rollup View deals
Enterprise Rep 3Member $1,000,000 $2,812,480Deals marked In call -$1,812,480 $995,916 $1,812,480 below rollup View deals
Enterprise Rep 4Member $1,025,000 $2,884,492Deals marked In call -$1,859,492 $1,149,028 $1,859,492 below rollup View deals
Enterprise Rep 5Member $1,050,000 $1,635,625Deals marked In call -$585,625 $785,100 $585,625 below rollup View deals
Enterprise Rep 6Member $1,050,000 $2,958,516Deals marked In call -$1,908,516 $916,512 $1,908,516 below rollup View deals
Enterprise Rep 7Member $1,075,000 $3,030,528Deals marked In call -$1,955,528 $1,072,884 $1,955,528 below rollup View deals
Enterprise Rep 8Member $1,100,000 $3,102,540Deals marked In call -$2,002,540 $1,235,616 $2,002,540 below rollup View deals
Enterprise Rep 9Member $1,125,000 $1,755,887Deals marked In call -$630,887 $842,826 $630,887 below rollup View deals
Enterprise VPManager $330,000 $928,432Deals marked In call -$598,432 $0 $598,432 below rollup View deals
Revenue OperationsAdmin $255,000 $716,420Deals marked In call -$461,420 $0 $461,420 below rollup View deals

Secondary context

2026 calculation context

MeasureValueWhat it means
Quota$15,750,000Target assigned to Demo CRO for this timeframe.
Won$98,492Business closed won inside this timeframe.
Forecast without Quote Evidence$13,700,000Submitted forecast not backed by customer-approved commercial value.