Dashboards & Reporting

Lisette1
Contributor

Report on forecast amount vs revenue goal

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

Lisette1_2-1637678253979.png

 

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?

 

 

 

TiphaineCuisset
Community Manager
Community Manager

Report on forecast amount vs revenue goal

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


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