Basic Reporting - Forecast Reports

Forecast into the future to see how many deals you expect to close over any date range, based on the status that each deal is in. Edit win probabilities across different stages in the "Open" category of the Status column.

Note: Win probabilities for the Status column are only available in opportunity-type lists.

Example

You will need to have a close date for a Forecast Report to populate with data.

Forecast of the list

1. Click the Reports tab on your global navigation bar. 
   
   
   Note: Customers on the Premium and Enterprise tiers may not see the Reports tab since they already have access to Affinity Analytics, which is the preferred analytics tool.
   
   
2. Select Forecast this quarter. 
   
   
   
3. Select an opportunity-type list and specify a period of time for the Close date to view the Forecast report.
   
   
   

How probabilities are calculated into the Forecast Report

• Expected Revenue = win probability * amount
  • The win probability will range from 0 to 1.
  • The win probability of Won statuses is always 1.
• Example: Imagine there's a 50% chance for deals in the "Due Diligence" status to close.
  • If you have 2 deals in that status (Deal #1 is going for $100k while Deal #2 is going for $50k), your estimated revenue next month would be $75k.