> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt).
> Use it to discover all available pages before exploring further.

# Forecast report

The Forecast report in the CRM app helps visualize upcoming opportunities and estimate future sales by organizing deals based on their expected closing dates.

The *Forecast* report in the *CRM* app provides a forward-looking view of your sales pipeline. It helps teams estimate potential revenue by organizing opportunities based on their expected closing dates.

Opportunities are grouped by time periods (typically months) and displayed in a visual format, allowing users to quickly assess upcoming deals. You can also drag and drop opportunities between columns to adjust their expected closing timeline.

To access this report, navigate to:\
**CRM app ‣ Reporting ‣ Forecast**

## **Navigate the forecast report**

By default, the **Forecast** report displays:

- Opportunities assigned to the current user

- Deals expected to close within the next four months

- Opportunities without a defined closing date

These are presented in a **Kanban view**, grouped by expected closing period.

<Image src="https://www.odoo.com/documentation/19.0/_images/sample-report.png" width="933" height="375" alt="A sample version of the Forecast report in the CRM app." priority={true} fetchPriority="high" />

## **Manage expected closing dates**

Opportunities are grouped based on the value in the *Expected Closing* field.

### **Update directly from the report**

You can quickly adjust closing dates without opening the record:

- Drag an opportunity card

- Drop it into a different month column

This automatically updates the **Expected Closing** date to the last day of the selected period.

### **Change grouping period**

The forecast is grouped by *month* by default, but this can be adjusted:

1. Click the **(down arrow)** next to the search bar

2. Under **Group By**, select **Expected Closing**

3. Choose a different time interval (day, week, month, year)

### **Update from opportunity form**

You can also manually edit the closing date:

1. Click an opportunity card

2. Open the record

3. Modify the **Expected Closing** field using the calendar

**Tip**\
Updating dates regularly ensures your forecast remains accurate and reliable.

## **Understand prorated revenue**

Each column in the forecast displays a revenue value at the top. This is the **prorated revenue**, which represents the weighted expected value of all opportunities in that time period.

This value is calculated using:

- **Expected Revenue**

- **Probability of closing**

In simple terms:

> Prorated Revenue = Expected Revenue × Probability

### **Example**

Consider two opportunities scheduled for the same month:

- **Global Solutions**

  - Expected Revenue: $3,800

  - Probability: 90%

  - Prorated Revenue: $3,420

- **Quote for 600 Chairs**

  - Expected Revenue: $22,500

  - Probability: 20%

  - Prorated Revenue: $4,500

**Total forecast for the month:** $7,920

<Image src="https://www.odoo.com/documentation/19.0/_images/example-revenue.png" width="485" height="488" alt="An example of the prorated revenue for one month of the forecast report." priority={true} fetchPriority="high" />

When opportunities are moved between columns, the totals update automatically.

**See also**\
For more details on how probability is calculated, refer to

## **Analyze forecast data**

The forecast report supports multiple views to help you analyze data from different perspectives.

### **Graph view**

Switch to graph view using the **(area chart)** icon.

Available chart types:

- **Bar chart** → Compare revenue across periods

- **Line chart** → Identify trends over time

- **Pie chart** → View proportional distribution

<Image src="https://www.odoo.com/documentation/19.0/_images/pie-chart-view.png" width="933" height="486" alt="A pie chart view of the Forecast report." />

### **Pivot view**

Use the **pivot view** for deeper analysis.

- Group data by stage, salesperson, or time period

- Compare multiple metrics

- Analyze performance trends

<Image src="https://www.odoo.com/documentation/19.0/_images/pivot-view1.png" width="933" height="265" alt="A sample of the forecast report in the pivot view." />

### **List view**

Switch to the **list view** to see all opportunities in a structured format.

This view is useful for:

- Reviewing individual records

- Checking deal details

- Performing operational follow-ups

**Tip**\
Use pivot view for analysis, graph view for insights, and list view for execution.