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CRM Revenue Forecast Report

Revenue Forecast

Projects revenue for the next 3 months using three scenario formats: best case, weighted, and conservative. Incorporates historical win rate data for realistic projections.

Historical Benchmarks

Before the forecast, the system calculates:

  • Historical Win Rate — Based on actual won/lost deals from the last 12 months
  • Average Won Deal Value — Mean revenue of completed deals

These benchmarks are used to calculate the conservative scenario.

Forecast by Period

Columns:

  • Period — Current Month, Month+1, Month+2
  • Opportunities — Count of open opportunities expected to close in this period
  • Best Case — Sum of all expected revenue (assumes 100% close rate)
  • Weighted Forecast — Sum of (revenue × stage probability), the most commonly used forecast
  • Conservative — Weighted forecast × historical win rate, the most cautious estimate

Forecast by Team

Same three-scenario breakdown grouped by sales team.

At-Risk Deals

A table of opportunities with overdue close dates (expected close date already past):

  • Ref, Name, Organization, Stage, Revenue, Expected Close, Days Overdue (highlighted in red), Assigned To
  • Limited to the top 20 by revenue value
  • These deals need immediate attention — they may require re-negotiation, pipeline stage update, or closure

See Also