We can assign sales quota for each sales rep(Transaction>Quota/ Forecast > Establish Quotas) for a fiscal year and compare that with actual sales.
The Sales Forecast vs. Quota report ( Reports > Forecast > Forecast vs. Quota.)shows each sales rep’s quota for the period you define in the footer of the report. The calculated forecast and the override forecast is shown for each sales rep
- Quota is the goal set for each sales rep for the period specified in the report.
- Actual represents closed cash sale and invoice totals for that sales rep.
- Actual / Quota Variance is the sum of the quota divided by the actual closed sales for that sales rep.