Opportunities in the Forecast and Pipeline
NetSuite includes an opportunity in the sales forecast and pipeline if it meets the following requirements:
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The opportunity hasn't been converted to a sales order, cash sale, or invoice.
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The opportunity doesn't have an estimate marked to be included in the forecast.
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The opportunity's expected close date is within the reporting period.
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The estimate's probability of close exceeds the minimum forecast probability set at Setup > Sales > Preferences > Sales Preferences > Forecasts.
Note:This preference isn't available if you use the Advanced Forecasting feature.
If the expected close date of an opportunity differs from its estimate, the estimate's close date determines whether it appears on a pipeline or forecast report.
If you use Advanced Forecasting, sales reps choose to assign opportunities to one of three forecast types: low, middle, and high.
The opportunity totals in the forecast depend on whether you have set the Multiple Projected Amounts preference. Go to Setup > Sales > Preferences > Sales Preferences > Forecasts. Check the box next to Multiple Projected Amounts.