Standard Fields in Forecasts | Online Help - Zoho CRM

Standard Fields in Forecasts

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

Field NameDescription
YearSelect the fiscal year from the drop-down list.
Forecast PeriodThe period for which you can create forecasts can be either quarterly or monthly.
TargetSales target that is set. You can set targets for territories, sub territories, territory managers and users.
AchievedIt 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 PotentialExpected 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 MismatchWhen there is a mismatch in the total target amount and the sum of individual targets for the sub territories and its users.
Target not setThis 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 PerformersRoles and users who have achieved the target and exceeded the target

SEE ALSO

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Working with Forecasts

                                                                                                            Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your company's growth and success. ...
                                                                                                          • Creating Forecasts

                                                                                                            Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
                                                                                                          • Creating and working with forecasts

                                                                                                            Sales forecast - an overview What is a sales forecast? A sales forecast is similar to a weather forecast, where you predict the weather based on various factors like humidity, precipitation, air speed, wind speed, and so on. This prediction drives ...
                                                                                                          • Standard Modules & Fields

                                                                                                            The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
                                                                                                          • Forecasts Based on Role Hierarchy

                                                                                                            The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources