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
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