Forecast an Opportunity

A forecast is a projection of sales revenue for an opportunity that may close in a given sales period.

Each opportunity contains fields for a manager forecast and a sales representative forecast. A manager forecast is a projection of sales revenue for an opportunity from a manager’s point of view, whereas a sales representative forecast is a projection of sales revenue for an opportunity from a sales representative’s point of view. Sales forecasts play an important role in helping management determine realistic sales projections for a sales period.

1. Perform one of these tasks:
   • If you are a manager, click the Manager Forecast field.
   • If you are a sales representative, click the Rep Forecast field.
2. Enter the revenue amount that you forecast to be generated by the sale in the field.
3. Click Save.
   When a quote is associated with the opportunity and the Forecast check box is selected for the quote, the Rep Forecast field automatically reflects the amount specified in the quote. See Add a Quote to an Opportunity.