Read-only: Demo CRO's forecast. Calls, quota and notes remain theirs to change.
Forecast for the year Q1 2028
Review Demo CRO's quota, call and evidence for 2028.
Forecast status: Incomplete
Forecast updates are required on the first Monday of every month at 3:00 PM PDT.
Next check-in: Monday, October 5 at 3:00 PM PDT.
6 required field groups still need attention: yearly quota, yearly call, quarter calls, quarter notes, monthly calls, monthly notes.
Year IncompleteMissing: yearly quota, yearly call, quarter calls, quarter notes, monthly calls, monthly notes
Q1 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q2 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q3 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
Q4 IncompleteMissing: quarter call, quarter notes, monthly calls, monthly notes
What each number means and where it comes from
Start here: set the yearly Quota, then choose In call deals on Deals. Override Your call here only when your judgement differs from those deals.
| Term | What it means | Where it comes from |
|---|---|---|
| Quota | Your annual target. | Set once on the Year card; it divides into quarters and months. |
| Won | Revenue already closed won. | Closed deals, counted by closed date. View them on Won & Lost. |
| Your call | What you believe will land. | In call deals roll up; a value typed here overrides that level. |
| Quote Evidence | Value supported by customer approval. | The approved quote amount on open deals. It cannot be typed here. |
| Club | Your optional bonus target. | Set once on the Year card; measured against Won. |
Q1 2028 Jan-Mar
Q1 on its own; Jan-Mar. A deal lands here by its expected close date.
- Your call is the number you type here. Leave it blank and it adds up from this quarter's three months; and each of those from the deals you ticked In call. Type it and yours wins for the quarter, whatever the deals below say.
- Quota is shown, not typed; it's a quarter of the year's quota. Change it on The year card.
- Won is what closed won in these three months, by the date each deal closed. A deal you expected here but won late counts in the quarter it actually landed in; so this is the number your quarter is really judged on.
- Quote Evidence is what the deals closing in these months have actually proven through customer-approved quotes. Raise it by adding proof; move a deal in or out by changing its expected close date on the Deals page.
- Each time you change the call it's kept under How your call moved, below.
Your call ($)
Not set
Priorities / notes
Not set
- QuotaNot set a quarter of the year
- Won$0
- Your callNot set
- Quote Evidence$0
0 deals close here · none ticked into your call
Jan 2028
Jan 2028; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Feb 2028
Feb 2028; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet
Mar 2028
Mar 2028; the smallest period you can plan at.
- Your call here is already made for you: leave the box empty and it's what the deals you ticked In call add up to, at the amount on each deal. The greyed number in the box is that sum; type over it only to say something the deals don't, and yours wins.
- Whatever this month lands on rolls up into Q1 and the year, unless a call is typed at those levels too.
- Quota is a third of Q1's share, shown not typed. Won, when this month has any, is what closed won in it; by close date, so it can appear in a month with no open deals left in it at all.
- Quote Evidence counts the customer-approved quote value on deals whose expected close date falls in this month; open them from the deal count at the foot of this card, or change a deal's close date on the Deals page to move it out.
Your call ($)
Not set
Notes
Not set
Quota Not set · No deals close here yet