Sales forecast by product?
Hi,
Does anyone have an idea how to construct a report where sales forecast per month is visible by product? I always type the products in the deals, but I don´t seem to find a way how to estimate upcoming revenues by products for the coming months.
Comments
-
Hi @Tommi Timoharju !
Check out the answer in this post for a question similar to yours
I've also taken the liberty to add some more pertinent tags to your post so it can be seen by potentially more community members and you can get more tips from them and their experience. 🚀
0 -
Inês Batata said:
Hi @Tommi Timoharju !
Check out the answer in this post for a question similar to yours
I've also taken the liberty to add some more pertinent tags to your post so it can be seen by potentially more community members and you can get more tips from them and their experience. 🚀
@Tommi Timoharju Update: not forecasting yet, but Product Reports are now live, learn all about it here! 🎉
0 -
Inês Batata said:
Hi @Tommi Timoharju !
Check out the answer in this post for a question similar to yours
I've also taken the liberty to add some more pertinent tags to your post so it can be seen by potentially more community members and you can get more tips from them and their experience. 🚀
@Tommi Timoharju Update: Forecast Goals are now available too. Learn all about it here. 🚀
Pro tips:- 🌟 Follow What’s New and don’t miss any new releases.
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
0 -
We have added a product catalog. And the sellers have selected the products (Item) for each deal, and quantity. When we export the deals to look at product forecasting needs, the deals and quantity export; but not the product number from the catalog? This makes the download meaningless since we don't know which products are forecasted by deal. How do we export the sku/product?
I have been told this is not possible by support. Why would we have the ability to create catalogs, and then select items by Deal, if we cannot also export this information? We will need to export deals and then manually add the pet numbers to each deal in order to look at forecasted product demand.
0 -
John Spencer said:
We have added a product catalog. And the sellers have selected the products (Item) for each deal, and quantity. When we export the deals to look at product forecasting needs, the deals and quantity export; but not the product number from the catalog? This makes the download meaningless since we don't know which products are forecasted by deal. How do we export the sku/product?
I have been told this is not possible by support. Why would we have the ability to create catalogs, and then select items by Deal, if we cannot also export this information? We will need to export deals and then manually add the pet numbers to each deal in order to look at forecasted product demand.
Hi @John Spencer !
If you click the cogwheel in the list view for deals you should be able to select those Product fields before you do the export.
If that is not happening for you, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication.
0
