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
Related Articles
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 ...
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 and working with forecasts
If you are currently using the old forecast, it is recommended to switch to the new forecast on or before June 31st, 2022 to have uninterrupted access to the forecast module. What is a sales forecast? A Sales forecast is similar to a weather ...
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 ...
Standard Fields in Deals
Following are the list of Zoho defined standard fields available in the Opportunities module: Field Name Description Data type Maximum Limit Deal Owner Select the name of the user to whom the deal is assigned. Lookup - Deal Name* Specify name of the ...