Sales Forecasting
The sales forecasting page is located at CRM -> Sales forecasting.
This page is available in the Enterprise package if the Sales forecasting functionality is enabled.
Jump to:
Creating a sales forecast
For creating a sales forecast:
- Go to CRM -> Sales forecasting and click the Create button.
- In the first pop-up ("Step 1 of 2: Create a new sales forecast"), enter the Name for the forecast.
- Select the First month - the starting month of the forecast period. The default is the current month. Months up to two years in the future can be selected.
- Select the Horizon - the number of months the forecast will cover. The available options are 3, 6, 12 (default), and 18 months.
- Click Continue.
- In the second pop-up ("Step 2 of 2: Select products"), select the products to include in the forecast.
- Click Create forecast.
The forecast is created and ready for editing.
Please note that up to 100 products can be included in a single forecast. A maximum of 20 products can be added at a time. For more details, see "Sales forecasting limits" below.
Sales forecasting limits
Why is the maximum number of products in a forecast limited to 100?
Forecasting is a resource-intensive process. For every product, the system retrieves historical customer order data and runs AI-based calculations. Because of this, the maximum number of products per forecast is limited to 100, and a maximum of 20 products can be added at a time.
Why does a product show "Not enough historical data"?
The AI forecast requires a minimum of 3 months of historical sales data (from customer orders) to generate a prediction. If a product has fewer than 3 months of non-empty data points, the system cannot generate a forecast for it. In this case, the product row will be marked with a grey indicator and the tooltip "Not enough historical data to run a forecast with AI."
You can still manually enter forecast values for such products.