Forecast vs Actual
Forecast revenue against what was achieved.
Overview
Forecast vs Actual compares the expected sales for a period with the actuals, helping you calibrate future forecasts.
When to use forecast vs actual
- Monthly forecast review.
Step by step
In the Sales module open Reports in the green navigation bar, then choose Forecast vs Actual under Sales Performance.
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Screenshot for this step has not been captured yet — run npm run docs:flow.