The Sales Simplify Forecast tool enables you to estimate your future revenue, and understand what deals have been closed, and what deals need to be closed. This allows you to plan your time while having an accurate estimate of the future resources available to you.
How to setup the Forecast?
Step 1 - To add a Sales Forecast, click the button “ +Sales Forecast“.
Step 2 - To create the forecast fill in the mentioned information.
Forecast Title - Name your forecast.
Forecast Type - Assign the type of forecast such as Open status, won status, or with targets.
Forecast Assignee - Assign forecasts to specific users, teams, or your company.
Pipeline - Select your pipeline for the forecast.
Interval - The frequency to set your goal. Goals can be measured weekly, monthly, quarterly, or yearly.
Duration - When you want your goal to start and end. If you have no end date for your goal, you can choose automatically.
Optional Filters - Shows forecast for a particular company.
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Step 3 - Once the information is filled, hit save and the target will be set.
Track, Update or Filter your Forecasts.
Your Forecast will be on the Sales Forecasts List and you can see the analytics of each target on the left pane.
Filter - You can filter the targets by User, Teams, Company, or all together.
Edit - You can edit your targets by clicking on the edit icon.
Delete - If you want to delete, click the delete icon.
Forecast View - You can choose Cumulative view or Non-cumulative views.
