Company Reporting - CRM -Custom Sales Forecast

To access the Reporting Module, click on ‘Reporting’ in the top-right corner of your Rave screen.

With 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 Branch tab.

Next, click on the CRM tab on the left-hand side to view the list of available CRM reports.

The Custom Sales Forecast Report pulls data from entries you have created in the new CRM Settings area called Custom Sales Forecast. To learn how to set up and manage these custom forecasts, refer to the Guide linked here.

The first images in the report displays:

• Sales Forecast Budget $ Value

• Number of Projects Forecasted

• Total Signed Contract Value

• Total Number of Signed Contracts

The Graph titled Forecast at a Glance displays:

If any sales have been contracted in the date range, actual sales in grey with a blue outline, compared to forecasted sales shown in yellow.

Hover over the bars to view detailed dollar amounts and the number of sales for each.

The bottom section of the report is the Branch Enquiries Forecast, covering the forecast year within the NZ financial year date range of March to April.

This section breaks down the following by month:

• Number of enquiries received

• Where those enquiries sit in the pipeline

• How many have been marked as won or lost

• Forecasted versus actual values

The report can be exported as a CSV for further analysis.