The Corymbus CRM dashboard has a graph summarizing the sales outlook month by month, by default for the current calendar year.
![](/img/corymbus-crm-monthly-forecast.png)
You can set it to display different information, for example:
- previous year’s sales
- next year’s sales
- sales in your fiscal year starting not on January 1 but on April 15
- growth over the last 3 years
- the recurrence of sales made with a given customer
- …
It is based on Corymbus’ concept of filters , and allows you, for example, to choose the start and end dates of reporting: to have an overview of the year 2021, indicate that you only want to take into account opportunities whose closing date is between January 1, 2021 and December 31, 2021.
![](/img/Corymbus-crm-filtre-previsions-ventes-2021.png)
To see several years, for example, enter dates from January 1, 2019 to December 31, 2022.
To see the recurrence of sales with a given customer over 2019-2020-2021, add a criterion to consolidate only the opportunities related to this customer:
![](/img/Corymbus-crm-ventes-recurrentes-client.png)
To simplify the task and save you time, predefined filters are proposed:
![](/img/corymbus-crm-sales-forecast-predefined-filters.png)
When a filter is applied, it remains active on your browser until you use a new one, so you don’t have to redefine it every time. In addition, if you have to use a filter regularly, you can save it to recall it later, it will then be accessible in the list of available filters:
![](/img/Corymbus-crm-sauvegarde-filtre-previsions.png)