Insights
Depending on the opportunities and payment plans added within FowCRM, users are provided with Sales and Payment forecasts in a 6-month period. Sales and Payment forecasts are generated automatically by the system.
Where to View Sales Forecast?
To access the Sales Forecast page:
Main Menu > Reports > Insights > Sales Forecast
How to Filter Sales Forecast?
Filtering can be done according to the Pipeline and Team fields on the Sales Forecast page.
Fields On The Sales Forecast Page
Total Amount: Represents the 6-month total amount of all opportunities defined in the system.
Estimated Amount: Represents the sum of the 6-month estimated amounts of the opportunities defined in the system.
Filter Fields
Months: Forecast process is done for 6 months period. As the month at the top of the page is advanced, a forecast is made for the next 6 months period.
Where to View Payment Forecast?
To access the Payment Forecast page:
Main Menu > Reports > Insights > Payment Forecast
How to Filter Payment Forecast?
Filtering can be done according to the Pipeline and Team fields on the Payment Forecast page.
Fields on the Payment Forecast Page
Total Amount: Represents the 6-month total amount of all payment plans defined in the system.
Estimated Amount: Represents the total of the 6-month estimated amounts of the payment plans defined in the system.
Filter Fields
Months: Forecast process is done for 6 months period. As the month at the top of the page is advanced, a forecast is made for the next 6 months period.