To access the Reporting Module, click on ‘Reporting’ in the top-right corner of your Rave screen.
If you have the correct permissions, you will see one or more of the following tabs at the top-left: Company, Branch, or Salesperson.
For this report, select the Company tab.
Click on the CRM tab on the left-hand side to view all available CRM reports.
At the top of the Forecasted Sales report, you'll find the date range filter. You can set a custom "From" and "To" range, or use the Show Only dropdown to select a preset range (such as "This Month", "Next Month", etc.).
This report displays forecasted sales values based on:
The expected close date of the enquiry
The estimated budget amount entered
These values are pulled only for enquiries within the selected date range.
The graph at the top of the page shows the total value of sales you expect to close during that range.
If your range includes multiple months or years, the report will break these values down for you by time period.
Below the graph is the Company Forecast section.
This displays a list of your Branches and their forecasted enquiries, excluding any that are marked as lost or archived.
You can click on a Branch name and it will direct you to the Branch report where you can view this list broken down by
You can filter this list by:
Client
Enquiry
Project
Salesperson
Pipeline
Expected Close Date
Budget