- Welcome to the Knowledge Base
- Introduction
- Training
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- Forecasts & Quotas
- Importing Data
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
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- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
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- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
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- QuickBooks Online
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- Multistep Zaps
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
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Releases & Roadmap
- Roadmap
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Introduction to Forecasts & Quotas
Workbooks enables you to create real-time sales Forecasts. Forecasts show Opportunities in your sales cycle that are committed to close and those that are 'best case' Opportunities, allowing you to see the latest status of your business.
These Forecasts can be created individually for each sales executive and then be rolled-up into Forecasts for sales management. They include both revenue and gross margin information. Forecasts display sales progress against sales targets. Within Workbooks sales targets are known as Quotas.
A sales Quota must have been set up for a given Accounting Period before a Forecast can be created.
Displaying Forecasts & Quotas
Tip
Forecasts where the Quota has been reached or exceeded are coloured green.
Forecasts where the Quota has not yet been reached are coloured red.
Clicking on Start > Sales > Forecasts displays the Forecasts Landing Page.
The Forecasts Landing Page displays a choice of views:
- My Sales Quotas - a subset of the All Sales Quotas view showing a list of all the sales Quotas created for you.
- All Sales Quotas - a list of all the sales Quotas on your database.
- My Forecasts - a subset of the All Forecasts view showing a list of all your current Forecasts.
- Active Forecasts - a list of all the current Forecasts on your database.
- Expired Forecasts - a list of all the Forecasts on your database for expired time periods.
You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views. For more information on customising views click here.
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