This Help Article covers:
The Sales Forecast Report displays as 3 parts;
Bar Chart - "Actual Sales by Month" for "This Month" OR the selected period.
Summary - A tile displaying the "Auctaul Sales" and "Forecasts Sales" for "This Month" only.
List View - A list of Jobs that have incurred Costs "This Month" OR the selected period, and have Costs that have not been sold.
If a Job displays in the List, it will display ALL Unsold Costs for that Job, I.E. any Unsold Costs outside the default "This Month" or selected period.
The Sales Forecast Report uses the Unsold Costs of the Job and the Job's Selected Price Rule to calculate and Forecast Sales of the Unsold Costs.
The Job's Invoicing Price Rule for Charge Up/Estimate Jobs
The Job's Quoting Price Rule for Quoted Jobs
⚠️ NOTE: For Quoted Jobs, the List view "Sales (Forecast)" column will only display a Sales Forecast up to the Value of the Accepted Quote and any Accepted Variations.
To display a Sales Forecast Report
Displaying a Sales Forecast Report is done from the Reports Side Menu's "Sales Forecast" Option.
Quick Flow:
Reports Side Menu
"Sales Forecast" Option
1. From the Side Menu, Hover over Reports and Select the option "Sales Forecast" to display the Reports: Sales Forecast Page
💡 TIP: The Reports: Sales Forecast Page by default displays a list of Jobs that have incurred Unsold Costs (WIP) for "This Month", you can customize the view by Pressing the Refine Filters button, Selecting from the array of filters, then Pressing the [VIEW RESULTS] button.
To display a list of the Job's "Unsold Costs"
1. Press the Arrow of a Job Line to launch the Job XXXX - Unsold costs popup to view the Unsold Labour and/or Products
2. From the Job XXXX - Unsold costs popup, either:
Press [TIDY COSTS] to be taken to the Job where you can go to the Sales & Cost Top Tab and tidy the Costs,
OR
Press [ADD SALE] to create a Sales Invoice on the Job and Sell the Unsold Costs
💡 TIP: A Sales Forecast List Report can be exported as CSV or Excel files.
