Forecasting Revenues

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A Sales Opportunity record consists of a short description of the Opportunity, the related Account, the potential revenue, the stage of the Opportunity, and the probability of winning business.

 

You can generate reports in order to track opportunities by status (Open, Won, Lost and Canceled/On Hold) and analyze your performance and success. You can also use the Amount and Estimated Probability in order to analyze your current expected income, and more.

 

Commit can generate many different reports, such as Opportunity Closing Prediction Chart, Closing Prediction by Manager, and more. These report forecast sales by employees (the employee classified as the opportunity’s “manager”), customer, territory, etc. To generate these reports, and many others, open the Reports window and select the Opportunities category.

 

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Closing Prediction by Manager Report Sample