To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the CRM tab to the left and you will see all of the CRM reports you have access to
At the top of the screen is the date range options you can set from or to or use the Show Only to pick pre set date options.
This report shows Forecasted Sales values using the expected closed date and enquiry estimated budget amounts within the search range
The graph will show you the value of sales your expecting to close within that search range.
If you pick multiple months or years we will break each one down for you.
The last part of this page is the Branch Forecast that shows a list of your forecast enquiries within the date range selected. This report excludes lost (or archived) enquires. Here you can filter by client, enquiry, project, salesperson, pipeline and expected close date.
