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Sales Forecasts

Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the close date you've allocated to each of your Opportunities.

How an Opportunity is treated within a Forecast depends on how your System Administrator has configured the mapped status for each Opportunity stage.

To create a new sales forecast either:

  • Click Start > Sales > Forecasts > New Forecast; or:
  • Click Start > New > Forecast.

Either of these routes will bring up a new Sales Forecast form, from which you need to select the appropriate period and the person the Forecast is for. When you've finished, click Create Forecast.

NOTE:  Your forecast will display the following:

  • In the Commit tab, you'll see any Opportunities with a Close Date that falls into the period covered by your Forecast that have an Opportunity Stage that has been mapped (by your System Administrator) to show as Committed in a Forecast.
  • In the Best Case tab, you'll see any Opportunities with a Close Date that falls into the period covered by your Forecast that have an Opportunity Stage that has been mapped (by your System Administrator) to show as Best Case in a Forecast.

Related content

You can adjust a Forecast to amend the expected revenue or to change the Forecast status

Often Sales Managers or Sales Team Leaders will want to include the sales Forecasts of their direct reports in their own Forecast

Sales Quotas are the targets identified for each salesperson for a specific financial year, broken down by the financial periods