Forecast by Opportunity Table
The Forecast by Opportunity table provides supporting detail for the pipeline components of the Revenue Forecast chart and Backlog Forecast chart.
Table Data
For the current period and each future period for which data exists, the table displays the estimated revenue each opportunity in your pipeline is expected to contribute, along with the resulting change in that opportunity's contribution to backlog. For example, if an opportunity is expected to contribute 10,000 in revenue for a period, that increases forecasted revenue and decreases backlog by that amount. 10,000 displays in Pipeline Revenue and (10,000) displays in Change in Backlog for that opportunity and period.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to calculate forecasted revenue and backlog using either unweighted pipeline amounts or weighted pipeline amounts (pipeline amounts that are adjusted based on win probability).
As Of Dates
- The Project As Of date is the end date of the earliest fiscal period for which project backlog forecast data is included.
- The Pipeline As Of date is the earliest date for which pipeline forecast data is included.
Filter Options
- Forecast data for a specific company (if your firm has multiple companies in Costpoint).
- Forecast data for one or more specific organization codes. Use the
icon at the top of the
Org filter list to display organization codes for all levels of the organization structure or only the organization codes for a specific level. (If
~No Value~ displays in the
Org list, it indicates that one or more opportunities are not assigned to an organization. You can select
~No Value~ to focus the table on those opportunities.)
Export to Excel
To export the data in this table to a Microsoft® Excel® spreadsheet, click
in the upper-right corner of the table.