Forecast

The Forecast widget displays expected sales potential: the forecast of opportunities, including opportunities in progress, total and weighted forecasts, and total and weighted intermediate forecasts.

A sample of the Forecast widget

Note

For how to add widgets to the dashboard and manage them, see the relevant topics:

Forecast Widget Configuration

You can adjust the following settings for the forecast widget:

  • Widget title — the name displayed on the dashboard. To change the name, clear the Use Default checkbox and provide a new name.

  • Business unit — select the business unit to present statistics for.

  • Role — select the user’s role (e.g. a sales manager, an administrator, a leads development rep, etc.) to see the statistics for.

  • Owner — select the owner for the widget to see statistics for a particular user.

  • Date range — time for which the widget details are displayed.

  • Compare with previous period — tick this option if you wish to compare statistics for the current and the previous periods and see it displayed in the dashboard widget.

  • Advanced Filter — set the conditions if you wish to filter data for the forecast.

  • Choose Metrics — select what data the widget will display:

    • In Progress

    • Total Forecast

    • Weighted Forecast

    • Total Indeterminate Forecast

    • Weighted Indeterminate Forecast

Configuring the Forecast widget