Revenue & Goals – Forecasting
Updated
February 17, 2024
Added the ability to view Forecast Sales through the Revenues & Goals Module by incorporating Proposal data
- Added the ‘Actual Forecast’ field to the search – this will have two options Actual Sales and Forecast Sales (Proposals).
Users can select either or both.
- Added the ‘Actual & Forecast’ field to the Reports window – same two options Actual Sales and Forecast Sales (Proposals)
- If Actual Sales is selected – the dollar amounts on the report will show Order data.
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- If you click on the dollar amount – the details window will show the amount broken down by Orders
- If Forecast Sales is selected – the dollar amounts on the report will show Proposal data
- If you click on the dollar amount – the details window will show the amount broken down by Proposals.
- If both are selected – the dollar amounts on the report will be Orders + Proposals
- If you click on the dollar amount – the details window will show both Orders and Proposals.
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