topic Report on forecast amount vs revenue goal in Dashboards & Reporting

Report on forecast amount vs revenue goal

Lisette1 — Tue, 23 Nov 2021 14:44:14 GMT

Hi there,

We would like to report on forecast vs revenue goals. So sales is setting their own forecasts (expectation of what they will close in a certain time range) and we would like to report on their own forecast vs their revenue goals. So let's say if they forecast less than 80% of their revenue goals - we can see this in reports.

In Sales Analytics -> Forecast & pipelines, we have

Sales sets their own forecast per person -> forecast amount 1
Revenue goal per person
The sum of deals with a close date in certain time range -> forecast amount 2

This report shows attainment (116% in this case) based on forecast amount 2, and not on forecast amount 1 - which as you can see would be below 100% as the blue circle is lower than the revenue goal. Also, very confusing that the same name convention is being used here.

Anyone also trying to figure this out or any tips/tricks how to get this working?

Re: Report on forecast amount vs revenue goal

TitiCuisset — Wed, 24 Nov 2021 11:14:39 GMT

Hi @Lisette1

Thank you for reaching out.

I want to tag some of our experts on this - @Josh @danmoyle @NicoleSengers do you have recommendations for @Lisette1 on this?

Thank you!

Best

Tiphaine

Re: Report on forecast amount vs revenue goal

NLevi — Mon, 13 Nov 2023 15:17:18 GMT

+1 does anyone has a tip ? 🙂

Re: Report on forecast amount vs revenue goal

BérangèreL — Tue, 14 Nov 2023 12:12:06 GMT

Hi @NLevi,

Thank you for asking the Community!

For information, if you are looking for a report with deal clsed versus goal, plesae note that you can find pre-built reports in the report library such as the reports just below (see screenshot).

I also would like to share these resources that might help you:

- Use the forecast tool
- Set up the forecast tool
- Create sales goals
- Report on revenue

1. Which data exactly do you want to see on the report?
2. Can you share if this is a custom report that you created or a default/native report?

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer, @GCasali and @BukunmiOdetayo do you have suggestions to help @NLevi, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks so much 🌟 and have a fantastic day!

Best,
Bérangère