Forecasted Sales report

What's my plan?

The Forecasted Sales report provides a comparison of your sales forecast to your actual sales within a given time period. For more information about sales forecasting, see Sales forecasting your deals.

To view the Forecasted Sales report

From the Reports page, select Sales Performance > Forecasted Sales.

Your actual sales are compared to your forecasted sales within a time period. The default time period is the current month, but you can customize the date range. You can add filters to view only teams, groups, or specific users. You can also filter by tags.

When you switch to the table view of this report, you’ll see the same data in a table format.