Adding Sales Forecast Items

You have open opportunities with revenue items that should be included in your forecast for the current quarter. This demonstration will show you how to add those revenue items to your forecast.

Steps:

1. Select your forecast for the current quarter.

    

   Click the Q3-2011 - 2011/07/08 link.

   Step 1

2. Click the Forecast Items tab.

   Step 2

3. Your forecast includes all revenue items that match the forecast criteria and are scheduled to close within the forecast period.

   Step 3

4. Click the Select and Add button.

   Step 4

5. Search for revenue lines that close within the forecast quarter.

    

   Click the Search button.

   Step 5

6. Select the opportunity line items that you want to add to the forecast.

    

   Click an entry in the DG350H Green Servers row.

   Step 6

7. Click the OK button.

   Step 7

8. Click an entry in the DG350K Green Servers row.

   Step 8

9. Click the OK button.

   Step 9

10. The warning icons for the newly added forecast items indicate that these items do not match your forecast criteria.

    Step 10

11. Click the Edit button.

    Step 11

12. Change the win probability to 70 percent to include this item  in your forecast.

     

    Click in the Win Probability field.

    Step 12

13. Enter the desired information into the Win Probability field. Enter

     a valid value
     e.g.
     "70"
    .
    Step 13

14. Click the OK button.

    Step 14

15. Edit the second forecast item.

     

    Click the Edit button.

    Step 15

16. Use the override to include this item in the forecast.

     

    Click the Include in Forecast list.

    Step 16

17. Set the Include in Forecast option to Always.

     

    Click the Always list item.

    Step 17

18. Click the OK button.

    Step 18

19. Click the Save button.

    Step 19

This concludes the demonstration to add two revenue items to your forecast.

Table of Contents  Start Topic