The forecast report helps you to gain knowledge about the upcoming revenues and help in forecasting future dealings with the customer.

1. Forecast Report
in Odoo 15 CRM
Enterprise
www.cybrosys.com

2. INTRODUCTION
❖ The forecast report helps you to gain knowledge about the upcoming revenues and help in
forecasting future dealings with the customer.
❖ The provision to generate reports in various measures such as Expected Closing Days,
Expected Revenue, Geo Latitude, Geo Longitude, IAP Credits, New Integer, Prorated
Revenue, and so on. You can access these options under the MEASURES tab available.

3. ❖ Goto CRM > Reporting > Forecast
❖ Various views of Forecast Report,
1. Kanban

4. ❖ Advance search view,

5. 2.Graph - Bar Chart

6. - Line Chart

7. - Pie Chart

8. ❖ Lot of measures,

9. ❖ Various filter,

10. ❖ Various group by,

11. 3.Pivot

12. ❖ Prorated revenue group by sales team,

13. 4.List

14. ❖ Goto list view > create and mark upcoming revenue.

15. For More
Details
Check our company website for related blogs and Odoo
book.
Odoo Book V15
Check our YouTube channel for functional and technical
videos in Odoo.
Forecast Report in Odoo 15 CRM

17. Thank You