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Forecast/Quota Variance calculation on standard Forecast Vs Quota report

edited Jan 3, 2020 12:27AM in Search / Reporting

Couldn't find this question asked anywhere else, apologies if it is.

Working on Forecast reporting for a client.  From my review, it appears that on the standard Forecast vs Quota report, the value for Forecast/Quota variance, which you would expect to be based on the 'Most Likely Calculated' column, is actually using the 'Most Likely Override'.

The result is that if you have not ever used the 'Edit Sales Rep Forecast' screen for the period, the variance will always be 0%, even if there is a value for Quota and a value for Most Likely Calculated.

Is this correct or am I missing something?  I know I can customize the report, but is there a reason it is set up this way?

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