Who’s interested in Forecasts v Living ReportsForecasts

  • Set up Plans by Manufacturer
    • Data Management > Plans & Forecasts > Line Plans
      • Forecast
      • Funnel
      • NBO (New Business Opportunity)
      • Custom (must be updated manually)
    • Where do they show up?
      • Sales > Line Overview
      • Sales > Manufacturer Page
      • Sales > Plan v Actual
  • Set goals by sales rep
    • Data Management > Plans & Forecasts > Customer Forecast
    • Prerequisite – the company (key account) has to be marked forecast enabled
    • Shows under CRM Reports > Forecast v Booking 
  • View Forecast v. Booking
    • Reporting > CRM Reports > Forecast Vs Booking
    • Pick Q1 to see whole year in a row (Jan)
    • Compares Forecast to invoices (dated that quarter) + Opportunities (with close date that quarter)
    • Requires sales are entered and opportunities have value and close date

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