Product Updates

Revenues & Goals – Forecasting

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.
    • 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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