Has anyone run accross a forcasting report? I would like to have a report that would forcast sales revenue for a selected period bases on opportunities and probability.

Hey Jeff,
Were you able to see if the built-in New Business one will do what you want?

Cynthia

hi, i'd like to be able to do this as well. I'm new and can't see where to generate this report, can you point me in the right direction?

Thx.

Simon,

If you're using DL 3.7, you will find the reports by going to file/report or keystroke command/R then expanding the opportunity section.

If you want to create the New business report... simply select the opportunities by category or forecast close date etc.
Then choose Print from the File Menu and you should see the New Business print layout. You can also choose the win-loss chart - it is very useful too.