Add a cost estimate to a forecast

You can record a quotation (licence including Profit Order management) or estimate (licence including Profit Projecten) for a forecast.

By adding a cost estimate a new history line is created for the forecast.

To add a cost estimate to a a forecast:

1. Go to: CRM / Sales automation / Forecast.
2. Open the forecast.
3. Go to the tab: Cost estimate.

   Profit shows the cost estimates already linked:

4. Click on: New.  to add a cost estimate.

   Profit starts an entry layout for entering the cost estimate.

5. After adding the cost estimate go to the General tab.
6. In the Calc. expected amt. based on quotations / cost est field specify how Profit should determine the forecast amount.