How to Set Up the Opportunity Forecast Report

63 0 0 October 5, 2020

The Opportunity Forecast template allows you to forecast the adjusted revenue of active opportunities based on the stage probability.

Search for the Opportunity Forecast Template

To begin, click the “+” icon on the Dashboard and type “forecast” in the search bar. Then select the “Opportunity Forecast” template.

The Opportunity Forecast template highlighted in the template library.
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Chart Tab

The only chart type for this template is Bar Combo where the columns display the revenue and the line shows the number of opportunities the revenue represents. Below that are a few checkboxes. If checked these values will be displayed in the top-right hand corner of the chart.

Select the chart type you would like to display. There are checkboxes below to display values in the top right of the report.
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Options Tab

Now navigate to the Options tab and add all of your open stages. It is common to add these in the same order a prospect would travel through your pipeline, but if for any reason you need to change the order; they are drag and droppable.

Select the stages you would like to forecast.

You can also change the probability percentage for each stage here.

Changes the probability percentages for each stage.

Next, choose your method for revenue calculation.

Select how you would like the revenue to be calculated.

Then choose the time frame for your forecast.

Select the time frame for your forecast.

The next option Display Revenue will greatly impact the look and feel of your chart. By selecting All Together, all opportunity stages will be reported together for each unique time interval. The By Stage option will separate opportunity stages at each time interval. The By Rep option will separate your results by each individual sales rep so you can compare the pipeline side by side.

Select how you would like the revenue to be displayed.
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Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report. A perfect use of criteria builder for this report template would be limiting the report to only return opportunities where the Committed to Forecast is set to yes.

Use the criteria builder to filter the report further.

Once you have your everything set, click Save Preferences on This Widget.

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