Sales Forecast Report
The Sales Forecast Report allows you to see what you're going to close in a specified time range (e.g., this month, this quarter, this year) This report allows you to see what your expected sales are and how they compare to actual sales based on the expected Opportunity close dates. Please note the default time frame is set to half a year starting with two months prior to the current date. Click on the filter icon in the top right to modify the date range for close date, filter for assignee, source, tags, and much more!
Hover over the bars in the bar graph to see the breakdown of total forecasted value of the Opportunities that correspond to that bar in the bar graph. The rows beneath the bar graph will show you Opportunities breakdown of the Opportunities in that time frame by won, weighted pipeline, open, and forecast. Clicking on the row will bring you to the Opportunities tab displaying the Opportunities included in that calculation.
Forecast = Total Value of Won Opportunities + Weighted Value of Open Opportunities
- You can switch between Pipelines by selecting it in the Pipeline drop-down menu: