View your sales forecast

Gain visibility into your company's forecasted revenue. You can set an estimated closing date for your leads, which feeds into the Forecast report in your account's statistics.

Note: The Forecast report is available only in the Expert and Dream editions.

How do you access the Forecast report?

Follow these steps:

1. Click the ... menu in the top bar.

2. Click Statistics.

3. Under Pipeline analysis, click Forecast.

What does the Forecast report show?

The Forecast report shows how much money you have in the pipeline and the revenue expected in the upcoming months. It also provides the weighted value, according to the probabilities you set in your leads.

Depending on the time it takes to win a lead, you can display the forecast by week, month or quarter.

How do you filter the Forecast report?

Just like other reports, you can filter it by user, category, tag or pipeline.

Important: You can't select a start or end date, since this report shows forecasts.

Best practice: Analyze your sales forecast regularly to spot a potential decrease or increase in sales, and implement the right measures to guide your sales team.