Company Reporting - CRM -Custom Sales Forecast

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Company tab.

Note: Only Head Office staff or users with multiple Rave accounts will have access to Company-level reports, which combine reporting across all branches.

Navigating to CRM Reports

1. In the Reporting Module, click on the CRM tab (left-hand side).

2. You will now see a list of available CRM reports.

3. The Custom Sales Forecast report is the first report in this list

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.

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.