Statistics & Reporting · Forecast

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Forecast your company's incoming revenue

/!\ The Forecast Chart is only available in the Expert Edition.

Gain visibility into your company's forecasted revenue. In the Expert Edition you can set an estimated closing date to your leads which feeds into the Forecast report in your account's Statistics page.

Just like other reports, you can filter by user, by category, etc. You can't choose a time period as it is a forecast but you can choose to group by week, month or quarter depending of the time it takes to close a lead.

The Forecast report enables you to know how much money you have in the pipeline and the predicted incoming revenue in the upcoming months. It also provides you with the weighted value according to the probabilities you set in your leads.