The Sales Forecast Detail report is available to any user who is subscribed to the Funnel platform. To access the Sales Forecast Detail report click on the 'Reporting' tab in the navigation bar on the left.
The parameters of this report include the close date, Office, sales rep, and project stage.
You can adjust the date range at the top of the page by selecting a start date and selecting an end date. You can also make use of the Preset Dates, which allow for simpler report generation. The 'ALL' preset will include all past and future close dates.
You can also select which project to include in the report based on sales rep, Office, and project stage.
Once you have selected the desired parameters, click the blue 'Run Report' button to generate the report. You can also export a CSV file of the report.
This report lists each project belonging to a sales rep and shows all the details of the project. This includes the project stage, the opening budget, probability, projected budget, close date, source of lead, and category.
We hope this helps! Please reach out to us in support chat if you have any questions 🙂