The Sales Forecast Report can be accessed by clicking the 'Reports' tab at the top of GorillaDesk. This report shows past sales history in addition to a future sales forecast.
This report is organized by categories:
By Client
The Sales Forecast by Client report will display the forecasted revenue from each client.
By Service
The Sales Forecast by Service report will display the forecasted revenue from a specific service or services.
All invoices that are not attached to any job will go under the 'Sales forecast without service' item category.
By Item
The Sales Forecast by Item report will display the forecasted revenue from a specific item or all items.
It includes discounts, deposits and late payments.
By Staff
The Sales Forecast by Staff Report will display the forecasted revenue from each staff member.
All invoices that are not attached to a job therefore, not assigned to any staff, will go under the 'Others (invoices not attached to a job)' item category.
By Source
The Sales Forecast by Source Report will display all forecasted revenue from each Source.
All invoices assigned to customers that have no source indicated in their account will go under the 'Sales forecast without source' item category.
By Tags
The Sales Forecast by Tags report will display forecasted revenue from each tag, including both customer and location tags.
Simply click on the arrow icon on the Sales Forecast menu to view the categories.