Sales Forecasts

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:

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: