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 probablities are calculated into the Forecast Report

Example: if there's a 50% chance that a deal in the "Due Diligence" status will close, and you have 2 deals in that status, one with a value of $100k and one with a value of $50k, your estimated revenue next month would be $75k.

Expected revenue = win probability * amount, where the win probability of Won statuses is always 1.