Forecasting Report

The Forcasting report looks at Quotes to forecast the items and quantities needed to be fulfilled on future Orders.

Go to Reports in the sidebar and find the Sales section. Click "+ More Sales Options" to expand the list of reports. Find Forecasting and click Manage.

Overview of Forecasting Report

The forecasting report lists Quote Items and their quantities to give you a sense of how many of each item will be needed to fulfil the upcoming orders.

  • Calculate On Attribute - lets you choose the quote date attribute to filter by for the report.

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    Choose an attribute on your quote like Expected Ship Date. The forecasting report will return items on quotes where the date attribute falls within the set range.

    That way you can filter the report based on when customers are expecting fulfillment or any other indicator of significance for the forecast.

  • Set the From and To date range to filter by the quote attribute.

Click Refresh to run the report!