Adding a Forecast

 

Forecasts are used to give an indication of performance against targets. There are two ways to add a Forecast - from the business or from the Forecast screen. Forecasts added and updated will immediately be reflected in the home panels and reports.

Adding a Forecast from the Business

Load the Business. On the Forecast tab, click + Fig.1

 

A popup window will open Fig. 2

1. Department - if applicable, this will be automatically selected.
2. Deal value - how much the deal is worth
3. % - likelihood of success of the deal
4. Deal Due - date the deal is due to be signed
5. Start month - when the product is due to start/be delivered
6. By - set to user logged in
7. Stage - select appropriate stage for the deal e.g. Proposing, pitching, decision
8. Value each month by stream - enter the figures of the deal across the appropriate months by revenue stream. Please note, this is a multi-stream CRM; CRM's can also be setup as a single stream CRM and therefore would have an additional field to select the stream as required. 
9. Click Save.

 

 

Adding a Forecast from the Forecast Screen

Click Forecast on the menu. Click Add Forecast.Fig. 3. A pop-up window will open. Enter the Business name and click to select from the list. Click Next. Fig. 4. Complete the forecast as above (Fig.2).

 

Removing a Forecast

If added in error, open the forecast from the business or Forecast screen by clicking the green pencil icon. Fig.5. Click Mistake. Click Save. Fig. 6.

 

 

Successful Forecast Outcome

Load the Business. On the Forecast tab, click the link under Type. Fig. 7. Click Convert to Sale. Fig. 8. Complete fields as required and click Save.

 

 

Unsuccessful Forecast Outcome

Open the forecast from the business or Forecast screen by clicking the green pencil icon. Fig.5. Click No Sale. Click Save. Fig. 9.