Estimates in the Forecast and Pipeline

With Standard Forecasting, NetSuite includes an estimate in the sales forecast and pipeline if:

• The estimate's expected close date falls within the period of the report.

  This is true even if the estimate is associated with an opportunity, and the opportunity's expected close date falls within the report's period.

• The estimate's probability of close exceeds the minimum forecast probability set at Setup > Sales > Preferences > Sales Preferences > Forecasts.

  Note:

  This preference is not available if you use the Advanced Forecasting feature.

• The Include in Forecast box is checked on the estimate.

If you use the Advanced Forecasting feature, NetSuite includes estimates based on the following rules:

• If the estimate isn't associated with an opportunity, NetSuite includes it in the forecast category selected in the Forecast Type field. This field is on the estimate.

• If the estimate is the only estimate associated with an opportunity, NetSuite includes it in the forecast category selected on the estimate. NetSuite also includes it in each higher forecast category.

• If two estimates are associated with an opportunity, NetSuite includes the lower category estimate in the other estimate's forecast categories.

Related Topics

• Estimates
• Advanced Forecasting
• Sales Forecasting

General Notices