Forecasts can only be run
You can still run existing forecast reports in Spotler CRM, but you cannot create new forecasts or change existing ones. Forecast reports also cannot be converted to the criteria builder. For other reports, use the criteria builder, explained in Reports. The differences between the criteria builder and the legacy editor are explained in What is the difference between the criteria builder and the legacy editor?
A forecast report in Spotler CRM is a dedicated report that shows a sales forecast of your opportunities over a number of months. You can run the forecast reports that already exist in your CRM, such as the pre-defined forecast reports, and show the result on your screen or export it as a CSV file.
In this article you will read about:
How do you run a forecast report?
You run a forecast report from the overview of reports, under Reports in the main menu.
- Go to Reports and find the forecast report in the overview.
- Click the blue arrow in the right-hand column of that report.
- Select the output type: on your screen or as a CSV file.
- Click Run Report.
A report with more than a thousand lines can take some time to show on your screen. For large reports, export the report as a CSV file instead.
What does a forecast report show?
A forecast report shows your opportunities over the number of months that was set when the report was created, from 1 up to 48 months. Depending on how the report was set up, it shows one or more of these values and periods:
- Unweighted values: the value of the opportunities, calculated as quantity x unit price.
- Weighted values: the value of the opportunities, calculated as quantity x unit price x probability.
- Opportunity count: the number of opportunities.
- Months, quarters, half years and years: the periods shown as columns. Quarters follow the year end set in Settings > System Settings > Company Settings.
Note
All opportunities that close in a quarter, half year or year are always shown, regardless of the start month of the report.