Sales Forecast
The sales forecast view.
Overview
A view of expected revenue by period built from the pipeline, for sales leadership.
When to use sales forecast
- You report the outlook to management.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Sales Forecast under Analysis.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.forecast.adjust
- crm.forecast.lock
- crm.forecast.read
- crm.forecast.submit
- crm.forecast.view_all