The Sales Forecast report displays a overview of all the Sales Opportunities in the system. This report can be used by Sales Reps as well as Sales Managers to review Opportunity close dates and Opportunity movement.
- Sales Main Menu > Quick Views > Sales Forecast
- Use filters to refine forecast by Company, Branch, Department, Sales Rep, Probability, and / or Forecast From Date
Default report view sorts this report by Sales Rep. Total per Sales Rep will display in the bottom line of each Sales Rep section.
Sort by another column:
- Right click in a column
- Select “Group By [Column Name]. The grid will reorganize into sections based on the options available in the column you grouped by.
- Apply additional filters as needed
Opportunity Comments
You may view any Comments attached to an Opportunity by hovering over the Comment icon (speech bubble). These Comments reflect the main Comment field on the Opportunity.
Opportunity Movement: Status vs Prev Status
The Status column fields will display as either red or green depending on whether the Opportunity is moving backwards (red) or forwards (green) in the process. This is determined by comparing the values in the Status column to the values in the Prev Status column.
Opportunity Value
The Value column color coding operates as follows:
- Red: this Opportunity has decreased in Value
- Green: this Opportunity has increased in Value
- No color: the Value of this Opportunity has not changed since it was created
Weighted Total
Value weighted against the probability of closing this Opportunity
Rec Monthly Rev: Recurring Monthly Revenue
This column indicates the monthly portion of the total revenue
Close Date
Close date column reflects the most recent entered Close Date estimate. Colors in this column reflect comparison to the Prev Close column. Red indicates the Close Date has “slipped” or been pushed out beyond the Prev Close date. Green indicates an acceleration and we now expect the Opportunity to close sooner than we originally anticipated.
% Column
This column reflects the Probability of Opportunity Closure. This will be used in conjunction with the Status column to indicate whether an Opportunity is moving forwards or backwards in the process.
Overdue
Cells in this column should always reflect $0.00. Items with a value and colored red require immediate attention.
Closure Date Ranges 0-30, 31-60, 61-90, >90
These columns reflect which Opportunities we expect to close within the next 0-30 days, 31-60 days, etc.