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You will notice next to the update button there is an amount.\u00a0 Which seems to be a reflection of the sum of all the latest forecast submissions for the period chosen (quarter in this case).\u00a0\u00a0<\/P>
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Here is my question – that amount does not take into account actual performance in the quarter.\u00a0 For example, we are in March now.\u00a0 \u00a0The forecast submission for one user is shown as $145k.\u00a0 That is comprised of a $40K submission in February and a $105K submission in March.\u00a0 February however is behind us.\u00a0 The user in this cases did NOT close the $40K.\u00a0 So his “updated” forecast for this quarter should be $105K – what’s left.\u00a0 \u00a0Given this setup, what is the point of this Forecast Submission column?\u00a0 A sales manager cannot look at the amount and rely on it as the user’s forecast for period (quarter). And it doesn’t reflect the accuracy of the user’s forecasts vs actual.\u00a0 So…what’s the point?<\/P>
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How are you using this page and feature?\u00a0 Am I missing something in how it’s supposed to be used?\u00a0<\/P>
\u00a0<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"
The Sales->Forecast page has a column for Forecast Submissions.\u00a0 There is a submit\/update button that allows the user to submit their latest forecast for a particular month.\u00a0 And they can “update” their forecast not by editing a past submission for the particular month, rather but superceding a new submission over the previous ones.\u00a0 I assume […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2656"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=2656"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2656\/revisions"}],"predecessor-version":[{"id":2657,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2656\/revisions\/2657"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=2656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=2656"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=2656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}