Forecast Detail
The report shows detail information about opportunities, proposals, and pending line items. You can see the opportunities, the confidence levels, and any activities your sales team has tied to the activities. Use this report to keep track of your pipeline and make sure your reps are working their activities.
To access this report, you need the User Permission 'Forecast Reports'.
To view data for all users, not just your own, you also need the sub-permission 'View All Users'.
Use the search fields to narrow down the results of your search. For the Forecast Detail report, you are able to search by criteria such as product category, expected close date range, confidence levels, and even forecast dynamic attributes. There are also a handful of search options that will change how your results are grouped and displayed.
Add Comparison Month/Year: When this option is selected, two additional search fields will display – VS Month and VS Year. This allows you to view opportunities and pending order forecasts that were present in one of the month/years selected but not the other, and vice versa.
Sum Order Line Type Amounts: This search option is applicable for the Pending Order Forecast section of the report, and is used to group line items that are the same type, from the same order, together into one row of data, rather than being displayed individually.
Group by User: When this option is used, the results will be displayed in multiple tables, one for each rep that fits the search criteria. There will also be additional tables when this option is selected that sum up the totals for all of the reps displayed.
The results will be shown in two sections, one for Forecast Opportunities, and one for Pending Orders, which also includes proposal items.
Everything in the Forecast Opportunities table is an item a sales rep created as part of an opportunity. On each item in this table, you can perform certain actions such as editing the forecast item, or deleting it.
Once the rep associates the opportunity with a pending order, or creates a pending order or proposal, the sales number will appear in the second, Pending Orders, table. On each item in this table, you can perform certain actions such as editing the order or proposal, or viewing the contract PDF.
The Opportunity column in this table can display multiple values. You will see the pending order ID, as well as the name of any opportunity that is associated with the order.
Updated 3/26/2025