Sales Forecasting

    

The Sales Forecasting Explorer Folder is shown below. From this node you can access both your Sales Opportunities and Sales Forecasts.

 

The Sales Forecasting Folder

The Sales Forecasting Folder

 

Sales Forecasts along with Sales Opportunities provide a way of forecasting your sales revenue over a period of time in the future. In particular, if you have a sales team, with each team member filling in their respective Sales Opportunity Documents, the Sales Manager can use s Sales Forecast Document to collate the Opportunities and get a measure on the sales revenue in a particular period.

 

Related tasks and information


Working with Sales Opportunities

Working with Sales Forecasts