Read-only: Enterprise Rep 7's forecast. Calls, quota and notes remain theirs to change.
Review Enterprise Rep 7's quota, call and evidence for 2026.
Forecast status: Ready to update
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.
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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. |
Q2 2026 Apr-Jun
Q2 on its own; Apr-Jun. 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.
$236,500
Q2: validate the named opportunities.
- Quota$306,250 a quarter of the year
- Won$91,267 30% $214,983 to go
- Your call$236,500 −$69,750 under
- Quote Evidence$1,072,884 350%
2 deals close here · 2 in your call ($1,072,884 of it proven) · 1 won here, $91,267
How your call moved
- Sep 11 $236,500
- Sep 11 $27,720
Apr 2026
Apr 2026; 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 Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2'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.
$73,315
Pipeline review is scheduled.
Quota $102,083 · Your call $73,315 · Quote Evidence $1,072,884 · 1 deal · 1 of 1 in your call
How your call moved
- Sep 11 $73,315
- Sep 11 $8,593
May 2026
May 2026; 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 Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2'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.
$78,045
Customer validation is scheduled.
Quota $102,083 · Your call $78,045 · Won $91,267 · No deals close here yet
How your call moved
- Sep 11 $78,045
- Sep 11 $9,148
Jun 2026
Jun 2026; 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 Q2 and the year, unless a call is typed at those levels too.
- Quota is a third of Q2'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.
$85,140
Close-plan review is scheduled.
Quota $102,083 · Your call $85,140 · Quote Evidence $0 · 1 deal · 1 of 1 in your call
How your call moved
- Sep 11 $85,140
- Sep 11 $9,979