Forecast

These reports are available for sales forecasts:

Report ID and Report Name

Description

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R90CB06A

Forecast - Frozen Forecast Status Report

This report displays a frozen forecast with all of the forecast's associated opportunities as of the current date. The report enables users to review the change, if any, in the dollar amounts for opportunities between the current date and the date the forecast was frozen.

Forecast (G90CA0203), select Frozen Forecast Status

R90CB020F

Opportunity Pipeline Review by Close Date Report

This report includes information such as company, lead source, probability, potential, and sales cycle, for all opportunities with a close date that is within the specified date range.

Forecast (G90CA0203), select Pipeline Review By Close Date