EvidenceSales

Manager View

Forecast Rollup

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.

Compare the forecast entered by a leader with the forecasts entered directly below them, then follow any difference to the responsible team or deals.

Q2 2026

Demo CRO forecast reconciliation

View underlying deals
Submitted forecastDeal rollupDifferenceQuote EvidenceStatus
$3,288,000Entered by Demo CRO $0Deals marked In call +$3,288,000Above team $0Across this reporting branch $3,288,000 above rollupLeadership forecast versus deals

Trace the difference

Reporting hierarchy

Each manager is compared with direct reports; each rep is compared with their deals.
PersonSubmitted forecastUnderlying rollupDifferenceQuote EvidenceStatusInvestigate
Commercial Rep 1Member $168,000 $0No deals In call +$168,000 $0 $168,000 above rollup View deals
Commercial Rep 2Member $148,800 $0No deals In call +$148,800 $0 $148,800 above rollup View deals
Commercial Rep 3Member $140,800 $0No deals In call +$140,800 $0 $140,800 above rollup View deals
Commercial Rep 4Member $184,800 $842,460Deals marked In call -$657,660 $0 $657,660 below rollup View deals
Commercial Rep 5Member $163,200 $868,469Deals marked In call -$705,269 $0 $705,269 below rollup View deals
Commercial VPManager $50,400 $328,610Deals marked In call -$278,210 $0 $278,210 below rollup View deals
Enterprise Rep 1Member $209,000 $0No deals In call +$209,000 $0 $209,000 above rollup View deals
Enterprise Rep 10Member $253,000 $0No deals In call +$253,000 $0 $253,000 above rollup View deals
Enterprise Rep 2Member $273,000 $0No deals In call +$273,000 $0 $273,000 above rollup View deals
Enterprise Rep 3Member $240,000 $0No deals In call +$240,000 $0 $240,000 above rollup View deals
Enterprise Rep 4Member $225,500 $0No deals In call +$225,500 $0 $225,500 above rollup View deals
Enterprise Rep 5Member $294,000 $0No deals In call +$294,000 $0 $294,000 above rollup View deals
Enterprise Rep 6Member $252,000 $1,321,888Deals marked In call -$1,069,888 $0 $1,069,888 below rollup View deals
Enterprise Rep 7Member $236,500 $3,030,528Deals marked In call -$2,794,028 $1,072,884 $2,794,028 below rollup View deals
Enterprise Rep 8Member $308,000 $1,716,134Deals marked In call -$1,408,134 $1,235,616 $1,408,134 below rollup View deals
Enterprise Rep 9Member $270,000 $1,755,887Deals marked In call -$1,485,887 $842,826 $1,485,887 below rollup View deals
Enterprise VPManager $92,400 $928,432Deals marked In call -$836,032 $0 $836,032 below rollup View deals
Revenue OperationsAdmin $56,100 $716,420Deals marked In call -$660,320 $0 $660,320 below rollup View deals

Secondary context

Q2 2026 calculation context

MeasureValueWhat it means
Quota$3,937,500Target assigned to Demo CRO for this timeframe.
Won$0Business closed won inside this timeframe.
Forecast without Quote Evidence$3,288,000Submitted forecast not backed by customer-approved commercial value.