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
The custom Sales Forecast Report is created in the new CRM settings. To learn how to create and manage the data that this report draws from please read the FAQ here
The first graph is our Forecast at a glance.
This will show you the sales Forecast Budget $ value, the Sales forecast number of projects, The total signed contract value and the total number of signed contracts for that Forecast year.
If you have contracted any sales in the date range it will show actual sales in grey with a blue outline vs forecast sales in a yellow solid bar.
Hovering over those bars will give you the dollar values and number of sales per bar.
The bottom section of this page is the Branch Enquiries Forecast that shows the total amount forecast and contracted for the forecast year within the date range of March - April (NZ Financial year).
This report is broken down into Months, shows the number of enquiries that came in, where they are in the pipeline, how many have been won, how many have been lost and the forecast vs actual figured.
This report can be exported to a CSV.
