Forecast by Customer Summary Report

The Sales Forecast by Customer Summary report shows the calculated forecast and weighted forecast for each customer within the date range you select.

The calculated forecast is determined by the sum of the following:

The weighted forecast is the product of a transaction's probability and its projected amount. The projected amount is the total of the items on the transactions.

To view the Sales Forecast by Customer Summary report:

Go to Reports > Forecast > Forecast by Customer.

A popup message appears in the middle of your screen to let you know your report is loading. You can click Cancel next to the status bar to stop the report from loading. Reports can take some time to load. If you'd like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You'll get an email with a link to the report when it's ready to view.

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