Sales Forecast Report

Overview

This report displays expected sales on jobs, quotes, and leads for the specified Forecast Year by pulling data from information entered in the Forecast sub-tab of leads and quotes. You can also include jobs in early stages that will impact the sales pipeline.

This is useful for sales managers or directors to forecast future revenue development.

Learn about other Sales reports in Sales Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Sales Forecast report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports > Sales > Forecast.
  2. Select a Forecast Year and Forecast Month.
  3. Under Totals Based On, select to calculate the sales forecast based on the total sales value or the percentage of likelihood multiplied by the sales figure to provide an overall average likelihood of sales.
  4. Under Report Options, select to Include all jobs created in month (the Forecast Month selected), Include only jobs created in month that are in-progress, or Don't include jobs, only quotes and leads in month.
    • This is useful if you wish to include jobs in their early stages that impacts your sales pipeline.
  5. Select from the other filter options as required.
  6. Click Search.

The columns in the report contain the following information:

Cost Centre The cost centres to which the sales are likely to be attributed.
Date Estimated timing of the sales.
Amount Total expected monetary value of sale.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.