|
Closed |
This category is for opportunities
that have been closed and won. |
|
Forecast |
Use this category for opportunities
where you are confident of successfully closing the sale
within the quarter. |
|
Best Case |
Use this category for opportunities
where you are unsure of successfully closing the sale within
the quarter. |
|
Pipeline |
This category includes all open/pending
opportunities. Closed opportunities are excluded. |
|
Omitted |
Opportunities that you do not want
to include it in the forecast. |
Creating a new Forecast
- Click the New Forecasts link located
in the list of Add options toward
the top of the page.
- Choose the quarter for which you would like to create
the forecast. Click Next. This will
take you to a detailed overview of the Forecast.
It will automatically be populated with Opportunities
that fall into the quarter you chose.
- Click the Edit button to begin
working with the Forecast. This will
take you to the edit page.
- Categorize your opportunities to best fit your expectations.
- Enter your quota for each month, if you wish.
- Click the Recalculate button to
generate an accurate revenue forecast for the specified
quarter.
|
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