|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|
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.
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