[ADD] CRM: Forecast report

closes odoo/documentation#9716

X-original-commit: f6994a1047
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: larm-odoo <121518652+larm-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/sales/crm/performance.rst

@@ -9,3 +9,4 @@ Analyze performance
 
    performance/win_loss
    performance/expected_revenue_report
+   performance/forecast_report

content/applications/sales/crm/performance/forecast_report.rst

@@ -0,0 +1,108 @@
+===============
+Forecast report
+===============
+
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+.. |pivot| replace:: :icon:`oi-view-pivot` :guilabel:`(pivot)` icon
+.. |list| replace:: :icon:`oi-view-list` :guilabel:`(list)` icon
+
+The *Forecast* report in the *CRM* app allows users to view upcoming opportunities and build a
+forecast of potential sales. Opportunities are grouped by the month of their expected closing date,
+and can be dragged-and-dropped to adjust the deadline.
+
+To access the *Forecast* report, navigate to :menuselection:`CRM app --> Reporting --> Forecast`.
+
+Navigate the forecast report
+============================
+
+The default :guilabel:`Forecast` report includes opportunities assigned to the current user's
+pipeline, and are expected to close within four months. It also shows opportunities without an
+assigned expected closing date. The opportunities are grouped by month in a :icon:`oi-view-kanban`
+:guilabel:`(Kanban)` view.
+
+.. image:: forecast_report/sample-report.png
+   :align: center
+   :alt: A sample version of the Forecast report in the CRM app.
+
+Expected closing date
+---------------------
+
+Opportunities are grouped by the date assigned in the *Expected Closing* field on an opportunity
+form. To change this date directly from the :guilabel:`Forecast` page, select the Kanban card for
+the desired opportunity, then click and drag the card to the desired column.
+
+.. note::
+   The default time frame for the forecast is *month*. This can be changed by clicking the |caret|
+   next to the :guilabel:`Search...` bar at the top of the report. Under the :guilabel:`Group By`
+   heading in the resulting drop-down menu, click :guilabel:`Expected Closing` to expand the list of
+   available options, and select a desired amount of time from the list.
+
+After an opportunity is added to a new month, the *Expected Closing* field on the opportunity form
+is updated to the *last* date of the new month.
+
+.. tip::
+   The *Expected Closing* field can also be manually updated on the opportunity card. To do that,
+   click on the Kanban card for an opportunity on the :guilabel:`Forecast` page to open the
+   opportunity's detail form. Click in the :guilabel:`Expected Closing` field, and use the calendar
+   popover to select a new closing date.
+
+Prorated revenue
+----------------
+
+At the top of the column for each month on the :guilabel:`Forecast` reporting page, to the right of
+the progress bar, is a sum of the prorated revenue for that time frame.
+
+The prorated revenue is calculated using the formula below:
+
+.. math::
+
+   \text{Expected Revenue} \times \text{Probability} = \text{Prorated Revenue}
+
+As opportunities are moved from one column to another, the column's revenue is automatically updated
+to reflect the change.
+
+.. example::
+   A forecast report for June includes two opportunities:
+
+   The first opportunity, `Global Solutions`, has an expected revenue of `$3,800`, and a probability
+   of `90%`. This results in a prorated revenue of `$3,420`.
+
+   The second opportunity, `Quote for 600 Chairs`, has an expected revenue of `$22,500`, and a
+   probability of `20%`. This results in a prorated revenue of `$4,500`.
+
+   The combined prorated revenue of the opportunities is `$7,920`, which is listed at the top of the
+   column for the month.
+
+   .. image:: forecast_report/example-revenue.png
+      :align: center
+      :alt: An example of the prorated revenue for one month of the forecast report.
+
+.. seealso::
+   For more information on how probability is assigned to opportunities, see
+   :doc:`../track_leads/lead_scoring`
+
+View results
+============
+
+Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to graph view. Then, click
+the corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar
+chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie
+chart)`.
+
+.. image:: forecast_report/pie-chart-view.png
+   :align: center
+   :alt: A pie chart view of the Forecast report.
+
+Click the |pivot| to change to the pivot view, or the |list| to change to the list view.
+
+.. tip::
+   The :ref:`pivot view <reporting/using-pivot>` can be used to view and analyze data in a more
+   in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by
+   opportunity stage.
+
+   .. image:: forecast_report/pivot-view.png
+      :align: center
+      :alt: A sample of the forecast report in the pivot view.
+
+.. seealso::
+   To save this report as a *favorite*, see :ref:`search/favorites`.