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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.

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