CRM › Forecasting & Quotas
Forecast Calls
Every call made for a period: what the system saw, what the rep committed, and what their manager changed it to and why.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Forecasting & Quotas
- Screen: Forecast Calls
Address in the console: /crm/forecast-submissions
Read-only list · 13 columns
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Call | Code | submission_no |
| Period | Code | period_code |
| Who | Text | user_name |
| Level | Status | level |
| Quota | Amount | quota_amount |
| Closed | Amount | closed_amount |
| Commit called | Amount | forecast_commit |
| Best case called | Amount | forecast_best_case |
| Adjusted commit | Amount | adjusted_commit |
| Adjusted by | Text | adjusted_by_name |
| Why adjusted | Text | adjustment_note |
| Status | Status | status |
| Submitted | Date and time | submitted_at |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.