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 |
SEE ALSO