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

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.