A forecast is the probability that a sale will be made. The forecast says something about what could potentially be sold, when it will be sold and the probability that it will be sold.
Create | modify | delete a forecast
When creating a forecast, you follow the same steps as when creating a sale. The only difference is that you won't check the Request signature box.
If you want to change or delete a forecast, this is done in the same way as for a sale.
Once you have created a forecast, you will be taken to the sales card. The status on the sales card will be Forecast.
Preview of the contract
When the sales card is in Forecast status, you can preview the contract and see how it will look to the customer who will receive it. Click the link with the contract name under Contract to download the PDF file. Open the file to preview the contract.
Changing the forecast status
You can change the Probability and date of Expected sold, directly from the sales card.
Tap Forecast, set the probability and date you want and hit Update.
These changes will be visible under the activity tab on the sales card and on the customer card.
You can also change the probability and date of expected sale, by tapping Change.
Tap Check out and make the relevant changes on the check out page.
Tap Update.
Overview of forecasts
The sales list
Sales with forecast status will also be added to the sales list, such as offers and won sales. For example, if you only want to see forecasts in the sales list, you can easily filter on the sales status forecast.
Customer card
All forecasts created will be added to the sales overview on the customer card.
A forecast will not be registered in the total overview until it is signed by the customer or registered as won. Therefore, Sales won will be registered with 0.00 and Sold units will be registered with the number 0, until a sale is signed.