Use the General tab to select report options for the Opportunity Forecast report and to save sets of options for reuse.
Contents
Field | Description |
Report Name
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You can change the default report name.
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Create Activity
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To create activities in the Activity Manager when you generate the report, select this check box.
DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
DPS creates an activity for each record included on the report.
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Grid Type
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Select the type of data for which you want to show additional columns.
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Print Final Totals
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Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
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Summarize Opportunity Detail
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Select this option to generate a summary version of the report.
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Timescale Display Options
Field | Description |
Start Date
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Enter the starting date for the data to be displayed on the report, or click the calendar icon and select the date.
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Display Period
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Select one of the following options to indicate the periods for which you want display forecasted revenue:
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Daily
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Weekly
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Bi-Weekly: A bi-weekly period is a two-week period that starts on a Monday and ends on a Sunday.
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Semi-Monthly: One semi-monthly period runs from the first day of the month to the fifteenth day of the month. The other semi-monthly period runs from the sixteenth day of the month to the end of the month.
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Monthly
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Quarterly
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Yearly
For example, if you select
Monthly, the report displays forecasted revenue by month.
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Fiscal Year
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This field is only enabled if the
Display Period field is set to
Yearly. Use this field to identify the start and end month of your fiscal year.
For example, select
Fiscal Year October - September and the Year Determined by End Month. That means that October 2016 - September 2017 is FY 2017.
The first quarter of FY 2017 would be October 2016 - December 2016 and the second quarter would be January 2017 - March 2017.
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Year Determined by
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This field is only enabled if the
Display Period field is set to
Yearly or
Quarterly. Use this field to select whether the year of the start month or the year of the end month is used for the year of the Fiscal Year.
For example, if you selected
Fiscal Year October - September and
Year Determined by Start Month, then October 2015 - September 2016 would be FY 2015. However, if you selected the same FY but End Month, that same time period would be FY 2016.
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Display Range
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Enter the number of periods for which you want to display forecasted revenue. For example, if you want to review forecasts for six months, you set the
Display Period option to
Monthly and enter
6 in this field. The report displays forecasted revenue in six monthly columns. The first column is for the month in which the date in
Start Date falls.
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Column Width
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Specify the width of the forecasted revenue columns, in inches or millimeters based on which one you selected in the
Unit of Measure field on the Layout tab.
Enter inches and millimeters with decimals. For example, enter one and a half inches as
1.5.
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Calculation Options
Field | Description |
Revenue Allocation
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Select one of the following methods for allocating revenue to periods:
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Spread Evenly Across Timescale:
DPS allocates estimated revenue evenly from the start date of each opportunity to its completion date.
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Allocate All Revenue to Estimated Start Date:
DPS allocates the total estimated revenue to each opportunity's start date.
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Allocate All Revenue to Close Date:
DPS allocates the total estimated revenue amount to the opportunity's completion date.
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Use Allocation Method on Opportunity:
DPS allocates estimated revenue using the allocation method specified for each opportunity in Opportunity Settings. The allocation methods available there are the same as those listed above, with the following addition. In Opportunity Settings, you can also choose a
Specific Dates method and allocate the estimated revenue to specific dates on which you expect to receive revenue. This allocation method is designed for companies that receive revenue for projects at irregular intervals, rather than monthly, quarterly, and so on. Be sure to select the
Use Allocation Method on Opportunity option for this report, if you want it to show the dates on which payment is expected.
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Calculation Period
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If you select
Spread Evenly Across Timescale in
Revenue Allocation, use this option to specify the period for which
DPS calculates the revenue.
DPS then uses that unit of revenue to calculate the revenue forecast for the period displayed on the report.
Select the calculation period from the following options:
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Daily
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Weekly
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Bi-Weekly: A bi-weekly period is a two-week period that starts on a Monday and ends on a Sunday.
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Semi-Monthly: One semi-monthly period runs from the first day of the month to the fifteenth day of the month. The other semi-monthly period runs from the sixteenth day of the month to the end of the month.
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Monthly
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Quarterly
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Yearly
DPS first determines how many of the calculation periods exist for the opportunity. For example, an opportunity has an estimated start date of 1/1/18 and an estimated completion date of 1/1/19. If the calculation period is daily, the opportunity date range has 366 calculation periods.
DPS the calculates how much revenue will be earned during one calculation period of the opportunity. If the estimated revenue for the opportunity is $100,000, the daily revenue amount is $273.224 ($100,000/366 days).
DPS uses the revenue amount for the calculation period to calculate the forecasted revenue for the display period you select for the report. If you specify a start date of 1/1/18, select
Monthly in
Display Period, and enter
3 in
Display Range, the report displays three columns containing forecasted revenue for January, February, and March. The amount for each month is the number of days in that month multiplied by the daily revenue amount. For example, the forecasted revenue for the opportunity for January would be $8469.94 ($273.224 x 31).
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Calculate Forecast by
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You specify the opportunity's estimated revenue in the Opportunities hub. The estimated revenue is the amount that you expect to earn if the opportunity results in an awarded project. You also specify a percentage that represents the probability that the opportunity will become a project.
Use this option to specify the type of revenue that you want
DPS to use as the basis for the forecasts:
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Estimated Revenue: In the Opportunities hub, you specify the opportunity's estimated revenue. The estimated revenue is the amount you expect to earn if the opportunity results in an awarded project.
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Weighted Revenue: In the Opportunities hub, you specify a percentage that represents the probability that the opportunity will become a project.
DPS calculates the weighted revenue as follows: Estimated revenue x Probability / 100. (Example: $100,000 estimated revenue x 80% / 100 = $80,000 weighted revenue)
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Currency
Field | Description |
Report In
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Select the currency to use for amounts:
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Opportunity Currency: The currency specified in
Currency on the Overview tab of the Opportunities hub.
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Presentation Currency: The currency that you select for the
Presentation Currency option.
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Presentation Currency
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If you selected
Presentation Currency in
Report in, select the three-character ISO code for the currency. (The list includes only the currencies that are enabled for your enterprise.)
All amounts on the report will be presented in this currency.
DPS calculates the exchanges between the opportunity currency and the presentation currency based on the date that you specify in
Exchange Rate as of.
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Exchange Rate as of
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If you selected
Presentation Currency in
Report in, specify the date that
DPS should use to calculate exchanges between the presentation currency you select and the opportunity currency.
DPS determines the correct exchange rates in the daily exchange rate table based on this date.
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Graph
Field | Description |
Show Time Scale Graph
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Select this option to display the
Opportunity Time Series graph at the end of the report. The graph displays the type of revenue that you specify in
Calculate Forecast by for the periods you specified in
Display Periods. The data points on the graph are based on the first grouping that you specify on the Sorting/Grouping tab. If you do not specify a grouping, the graph is based on opportunity name.
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Height
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Specify the height of the graph in inches or millimeters based on which one you selected on the Layout tab. Enter inches and millimeters with decimals. For example, enter one and a half inches as
1.5.
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Width
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Specify the width of the graph in inches or millimeters based on which one you selected on the Layout tab. Enter inches and millimeters with decimals. For example, enter one and a half inches as
1.5.
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Field | Description |
Firm Hierarchy Lookup
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If you are using firm hierarchies and you want to generate the report for a firm hierarchy, select a firm in that hierarchy. The report includes the entire hierarchy of which the selected firm is a part.
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