Opportunity Forecast

This template allows you to forecast the adjusted revenue of active opportunities based on the stage probability.

To begin, click the “+” icon on the Dashboard and type “forecast” in the search bar. Then select the “Opportunity Forecast” template.

The only chart type for this template is Bar Combo where the columns display the revenue and the line shows the number of opportunities the revenue represents. Below that are a few checkboxes. If checked these values will be displayed in the top-right hand corner of the chart.

Now navigate to the “Options” tab and add all of your open stages. It is common to add these in the same order a prospect would travel through your pipeline, but if for any reason you need to change the order; they are drag and droppable.

You can also change the probability percentage for each stage here.

Next, choose your method for revenue calculation.

Then choose the time frame for your forecast.

The next option Display Revenue will greatly impact the look and feel of your chart. By selecting All Together, all opportunity stages will be reported together for each unique time interval. The By Stage option will separate opportunity stages at each time interval. The By Rep option will separate your results by each individual sales rep so you can compare the pipeline side by side.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report. A perfect use of criteria builder for this report template would be limiting the report to only return opportunities where the Committed to Forecast is set to yes.

Once you have your everything set, click “Save Preferences” on This Widget.

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