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Shreeya Dangol
Written by Shreeya Dangol

How to Calculate Sales forecast?


To check your Sales forecast, follow the given steps.


For Interested services.

Step 1- Select your contact from the list view.



Step 2- Click on the Interested service tab.




Step 3- Click on the blue add button to add interested service 




Step 4- Select the workflow




Step 5- Select the Partner 




Step 6- Select the product 




Step 7- Expected Win Date



Step 8- Add Prospect revenue

Step 9- Add the partner's revenue

Step 10- Now add any deduction made by your agency.



Step 11- Click on Save. 




For Application.


Step 1- Select the contact.




Step 2- Click on the Application tab in contact's detail page.




Step 3- Open the Application detail page.




Step 4- On the right section of detail page, you can see Sale Forecast option.




Step 5- Add Client revenue.

Step 6- Add the Partners revenue.

Step 7- Now add any deduction made by your agency.


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