EBSuite Support  shadow  Knowledge & FAQs    Learning Center  shadow  Tech Blog  shadow  Support Question?  shadow  Login to Case History  shadow
 


Knowledge Home | Sales and Opportunity Mgmnt | Sales Automation
Knowledge Home | Sales and Opportunity Mgmnt | Forecast |
What is a Forecast
A Forecast is an estimate that you make, regarding the revenue amount you can generate in a given Forecast Period (Month / Quarter / Year). It would contain a Forecasted Amount , the amount that you can confidently make, and a Best Case Amount , the total amount that you might be able to make.

As a reference, we provide you with the pipeline opportunity summary report in that same period. We provide both the sum of the full amounts, and the sum of the weighted (amount * win_probability) amounts. These numbers can give you a reference estimate, Best Case (Full) and Forecasted (Weighted) amounts. Your forecast can choose to use or disregard these references.

If you are a Sales Manager, your forecast should contain those of your own, and your direct subordinates.
 

Related Articles:
No related articles.
 
Attachments:
  Forecasting for Sales in EBSuite.pdf
 
Was this article helpful?
 
 
Type: Knowledge Base
Tag(s): Sales/Oppty, QuickStart
Email a friend
Print this page


Back to Knowledge & FAQs page.


 
 
Powered by EBSuite.