> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic Reporting Forecast Reports

> Help center reference

<Note>**Reference** — lookup information.</Note>

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](/s/article/Getting-started-with-Affinity-Analytics).
  * For those on the **Essential** tier, we highly suggest upgrading to the **Scale**, **Advanced**, or **Enterprise** tiers to leverage Affinity Analytics.

### 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.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-forecast-reports/1.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=229f1565d78066e7d540f540d7247966" width="2068" height="814" data-path="images/features-analytics/basic-reporting-forecast-reports/1.jpg" />

3. Then, click the **Reports** tab on your global navigation bar.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-forecast-reports/2.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=a8735149566665d468199abf10060d4a" width="486" height="680" data-path="images/features-analytics/basic-reporting-forecast-reports/2.jpg" />

4. Select **Forecast this quarter**.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-forecast-reports/3.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=11ff5ba573c417ad4754c2962c433614" width="3204" height="2088" data-path="images/features-analytics/basic-reporting-forecast-reports/3.jpg" />

5. Select an **opportunity-type list** and specify a period of time for the **Close date** to view the Forecast report.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-forecast-reports/4.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=3cf103ed84f51fe72d5e274aa6748c4e" width="2192" height="1904" data-path="images/features-analytics/basic-reporting-forecast-reports/4.jpg" />

### 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.