This Help Article covers:
General/Overview:
The Sales Forecast Report displays as three parts;
Bar Chart - "Actual Sales by Month" for "This Month" OR the selected period.
Tile - A Summary displaying the "Forecasted Sales", "Actual Sales" and "Forecasted Total" 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 View, it will display ALL Unsold Costs for that Job, I.E. any Unsold Costs outside the default "This Month" or selected period.
To calculate the Sales Forecast, the Sales Forecast Report uses the Unsold Costs of the Job and for the following Job types, uses:
Charge Up/Estimate Jobs - The Job's Invoicing Price Rule
Quoted Jobs - The Quote's Margin (%)
⚠️ NOTE: For Quoted Jobs, the List view's "Sales (Forecast)" column will only display a Sales Forecast up to the Total Value of the Accepted Quote and any Accepted Variations. I.E. If the Job is fully claimed, any further Unsold Costs will not trigger a Line on the Sales Forecast Report.
To display the 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: Forecasted Sales display on the Katipolt Dashboard as a Tile (if selected), the Sales Forecast Report can also be accessed by Pressing the Sales Forecast Tile.
💡 TIP: The Reports: Sales Forecast Page by default displays a list of Jobs that have incurred Costs this "Month" and have Unsold Costs (WIP), you can customize the view by Pressing the Refine button, Selecting from the array of filters, and Pressing the [VIEW RESULTS] button.
To display a list of a 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: The Sales Forecast List Report can be exported as CSV or Excel file.
