Sales Forecast

#About Sales Forecast

Weighted pipeline forecast — amount × probability, by period, stage and owner.. This is a working page: a list or workspace where you find and act on records in BSuit ERP (CRM & Sales). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open CRM & Sales and choose “Sales Forecast”, or go directly to the address /crm/sales-forecast.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Search within the page.
2. Filter the data shown.
3. Sort by a column.
4. Page through long lists.

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen under the heading “Sales Forecast”. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.