Definition
Sales forecasts cover all sales forecast by a company. This is a very important factor, particularly when it comes to financial forecasts and development. In fact, the sales forecast then determines all the resources needed to achieve the targets set.
Dashboard objectives
In order to pr&parer your financial forecasts, or as part of a marketing study or project development, sales forecasts are very important for development. Here we'll try to explain how to set up the table and its various functions.
List of reports available in the dashboard
Below you'll find a sample of all the reports available, which we'll then try to explain one by one.
Forecast by Company Name
This dashboard provides an overview of the forecasted revenue by company name.
Structure of the underlying report:
Filters:
Show me: All corporate names
Creation date: All dates
Related filters: Period end date
Group by :
Lines:
Forecast date
Name of the corporate name
Data :
Sales forecast
Product name
Account name
Amount
Forecast by Account
Here you can view an overview of the forecasted revenue by account.
Structure of the underlying report:
Filters:
Show me: All sales forecasts
Period start date: All dates
Group by :
Lines:
Account name
Period end date
Data :
Corporate name
Sales forecast
Product
Amount
Forecast by Product
Dashboard providing an overview of the forecasted revenue by product.
Structure of the underlying report:
Filters:
Show me: My sales forecasts
Period start date: All dates
Related filters: end of period dates
Group by :
Lines:
Product
Period end date
Data :
Sales forecast
Corporate Name
Account name
Amount
Set up
You can define a number of display parameters for your dashboard, giving you a broader overview of the data you're taking into account. To do this, simply click on the little pencil icon shown in the image below, and then select the data to be displayed.
