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Documentation Index

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Reference — lookup information.
Forecast into the future to see how many deals you expect to close over any date range, based on the status for each deal.
  • Please note that Basic Reporting is a legacy feature that is no longer available for new customers.
    • For those on the Scale, Advanced, and Enterprise tiers, you can leverage advanced reporting features with Affinity Analytics.
    • For those on the Essential tier, we highly suggest upgrading to the Scale, Advanced, or Enterprise tiers to leverage Affinity Analytics.

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Example

  1. Please note, you can only generate forecast reports using opportunity-type lists, not people-type or organization-type lists.
  2. Make sure you have both the default Status and Close Date columns filled out to successfully generate a Forecast Report.
Note: The ability to assign and edit the win probabilities for the Status column are only available in opportunity-type lists.
  1. Then, click the Reports tab on your global navigation bar.
  1. Select Forecast this quarter.
  1. Select an opportunity-type list and specify a period of time for the Close date to view the Forecast report.

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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.