Nov 23, 2021 9:44 AM
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
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?
Nov 24, 2021 6:14 AM
Thank you for reaching out.