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Forecasts are generated from Opportunity records and are used for pipeline management and to track the performance of the sales team or individual sales people over a user defined time period.
  • Quotas are assigned to users defined as Sales people
  • Quotas are assigned on a monthly basis
  • Forecasts can be viewed by Sales person on a monthly quarterly, annual, or custom date range
  • Forecasts can be searched and sorted by Stage of sales cycle (from Opportunity record)
  • Performance metrics include Quota vs. Expected, Forecasted and Won
  • Forecasts may be secured to prevent Sales people from viewing others' pipeline
A picture is worth a thousand words
Track global or individual performance per month, quarter, year or custom period
Define quotas per sales person
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