The Forecasting Report is ideal for aiding business owners and financial teams with resource planning and strategic decision-making. At the top of the screen is the date range options and your total forecast budget and builds within that date range.
We then have the Branch Forecast at a Glance which gives you a visual of budgeted inquiries over the time frame, excluding any closed projects.
The last part of this page is the Branch Forecast that shows a list of your budgeted inquiries within the date range. Here you can filter by client, project, salesperson, opportunity and expected close date. There is also the ability to hide clients who don't have a budget.
