This report shows the total number and value of quotes you expect to win based on the forecast value and percentage. For example, if you have a $10,000 quote with a 50% sales probability and the expected conversion date is October 2024, it will add $5,000 ($10,000 x 50%) to October's forecast value, and count towards the number of quotes you expect to convert in that month.

Quote forecasts are an underutilised feature in simPRO. To set the forecast likelihood and date, open the quote and click on the Forecast tab.

Be sure to enter a probability percentage, month, and year or else it won't appear in this report.