Forecasts Worksheet
Use the Forecasts Worksheet to view the current committed sale amounts of individual sales people as well as sales teams.
Forecasts are based on opportunities. A forecast worksheet is an estimate of the best case, likely case and worst case sales scenarios.
The Forecasts Worksheet displays the following:
- A Shortcuts menu that displays the following options:
- Forecast History. Click this option to view a summary of committed opportunities for the defined time periods.
- Quotas. Click this option to view your sales quota for the selected time period.
- A New Opportunity quick form where you can enter the required information to create the new opportunity. After you create the new opportunity, you can enter optional information in its Edit View.
- A Time Periods drop-down list from which you can select the time period for which you want to view the forecast.
If you are a manager, the worksheet displays the following information:
- The rolled up quota for you and your reports for the selected time period.
- The estimated best case, likely case, and worst case forecasts for your direct reports as well as for yourself for the selected time period.
If you are not a manager, the worksheet displays the following information:
- Your assigned quota for the selected time period.
- A list of your committed opportunities for the selected time period. To view or edit the details of an opportunity, point the cursor at the down arrow next to the opportunity name.
- To enter an estimate for best case, likely case, and worst case forecasts, enter the amounts in the respective fields.
- To commit the amounts, click Copy Values, select Total Estimated Amounts, and click Commit.
- To revert to the committed values, click Copy Values, and select Sum of Committed Values.
- To save any revisions to the worksheet, click Save Worksheet.
- To cancel any revisions that you make to the worksheet, click Reset Worksheet .
- To view the worksheet as a chart, click View Chart. The chart displays a 3-point comparison between actual sales amount, committed amount, and quotas.