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Standard Forecasting using the URG

Forecasting using the URG

Forecasting reports are driven by two values within jobs:

1. Probable Close Date and

2. Probable Close Date.

Both of these values can be edited by opening an estimate and going to the Forecasting tab.

Additionally, be sure to review your Forecasting Settings. Tools -> Program Options -> Forecasting


Using the URG to Forecast is pretty straight forward.

1. Open the URG

2. Select the user you are reporting on

3. Make sure the Date Range is set correctly

4. Click on the Forecast 30, 60, 90 buttons. The function of each of them is described below.


Forecast 30 

The Forecast 30, will show jobs that are forecasted to close within the next 30 calendar days and where the Probability of Close Percentage is greater than or equal to Threshold.

If you look at the threshold set up on the screenshot above, Forecast 30 will only show jobs that are expected to close within the next 30 days and their Probability to Close is greater than 90%


Forecast 60

The Forecast 60, will show jobs where the Probable Close Date is less than or equal to 60 days from now and where the Probability of Close Percentage is greater than or equal to Threshold.

If you look at the threshold set up on the screenshot above, Forecast 60 will only show jobs that are expected to close within the next 60 days and the Probability to Close is greater than 80%


Forecast 90

The Forecast 90, will show jobs where the Probable Close Date is less than or equal to 90 days from now and where the Probability of Close Percentage is greater than or equal to Threshold.

If you look at the threshold set up on the screenshot above, Forecast 90 will only show jobs that are expected to close within the next 90 days and the Probability to Close is greater than 60%

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  1. Mariuxi Tapia

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