Sales Forecast gives you insights into your team's projected sales figures, filtered by:
- Project Pipeline Folder
- Team Member
- Opportunity Value
- Product Specified
To access Sales Insights, click the Insights (graph) icon on the left-hand toolbar.
Select Sales Insights.
Make sure the Sales Forecast tab is selected in the top left.
You can view the forecast according to your Expected Order Date, as entered in your Opportunity Details, or according to the project's Construction Start Date, as listed in LeadManager.
The default time period for these insights is over the next 30 days. To change this, select the Next 30 Days dropdown. You can choose to view the forecast for the:
- Next 30 Days
- Next 60 Days
- Next 90 Days
- Next 180 Days
- Next 365 Days
- Next 2 Years
- Custom date range
Once you have selected your timeframe, you can choose to view the projects' value organised by Project Pipeline Folder or by Probability.
The forecast can then be grouped by:
You can also see the value of your upcoming opportunities broken down by:
To make a detailed selection of category, location and stage, click the dropdown and select the checkboxes next to the options you are interested in viewing.
To print these insights, click the Print Preview button in the top-right corner.