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.

2026

Enterprise Rep 6 forecast reconciliation

View underlying deals
Submitted forecastDeal rollupDifferenceQuote EvidenceStatus
$1,050,000Entered by Enterprise Rep 6 $2,958,516Deals marked In call -$1,908,516Below team $916,512Across this reporting branch $1,908,516 below rollupRep 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
No people are in this reporting branch.

Secondary context

2026 calculation context

MeasureValueWhat it means
Quota$1,200,000Target assigned to Enterprise Rep 6 for this timeframe.
Won$88,063Business closed won inside this timeframe.
Forecast without Quote Evidence$133,488Submitted forecast not backed by customer-approved commercial value.