Forecasting

Using Sales Forecasts in Salesforce CRM

Using Sales Forecasts in Salesforce CRM

I refresh the 'Opportunity Pipeline' report in my Salesforce system at least twice per day. Like most business owners I am preoccupied with seeing if we're closing enough deals and creating enough new ones. We like to see what business we are winning, and what we need to close to turn a poor month into a good one, or better still, a good month into an excellent one.