CRM Help

Standard Fields in Forecasts

Following are the list of Zoho defined standard fields available in the Forecasts module:

Field Name Description
Year Select the fiscal year from the drop-down list.
Forecast Period The period for which you can create forecasts can be either quarterly or monthly.
Target Sales target that is set. You can set targets for territories, sub territories, territory managers and users.
Achieved It is the closed potential amount in the territory and its sub territories. It also includes the potentials owned by users who are not part of the territory.
Pipeline Potential Expected amount of the potentials in pipeline for the month/quarter. It also includes the potentials owned by users who are not part of the territory.
Target Achieved in % Percentage of target that is achieved.
Shortage in % Percentage of the target amount that is not in pipeline for the month/quarter.
Target Mismatch When there is a mismatch in the total target amount and the sum of individual targets for the sub territories and its users.
Target not set This will be visible next to the forecast target of the role, its manager or users in a role, when the target is not set.
Star Performers Roles and users who have achieved the target and exceeded the target

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