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.

2020

Commercial Rep 2 forecast reconciliation

View underlying deals
Submitted forecastDeal rollupDifferenceQuote EvidenceStatus
MissingEntered by Commercial Rep 2 $1,766,588Deals marked In call Cannot compareWaiting for complete forecasts $702,825Across this reporting branch Forecast missingRep 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
No people are in this reporting branch.

Secondary context

2020 calculation context

MeasureValueWhat it means
QuotaMissingTarget assigned to Commercial Rep 2 for this timeframe.
Won$0Business closed won inside this timeframe.
Forecast without Quote EvidenceMissingSubmitted forecast not backed by customer-approved commercial value.