Forecast Close Date

The Forecast Close Date field is used to indicate the anticipated date when an Opportunity is expected to be won. It may be set by either you or the client. This might be the date when:

• Your client is expected to agree to the terms of a quotation.

• A purchase order is issued.

• A tender decision will be made.

• The client needs your product or services.

Did you know?

You can always update the Forecast Close Date as your Opportunity progresses along its Pipeline, to reflect when you think the Opportunity will reach a successful outcome.

The Forecast Close Date can be helpful when reviewing multiple Opportunities during sales forecasting. It provides a sense of urgency for each open Opportunity to ensure they are closed on time. The Forecast Close Date should not be confused with an Opportunity's Create Date, Start Date or End Date. When reviewing multiple Opportunities over time, it can be helpful to compare the anticipated Forecast Close Date with the actual End Date.