|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|
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.