Expected Sales

The Expected Sales document in CRYSTALL BALL (ERPNext App) is used to capture and structure sales forecasts. It supports multiple forecasting methods (Rolling, Committed, Annual) to align with different business planning cycles.

Key Fields

1. Posting Date
   • Tracks the date when the forecast entry was created.
2. Type
   • Rolling:
     • Updated quarterly (every 3 months).
     • Data is entered for each month separately.
   • Committed:
     • Updated monthly.
     • Captures weekly demand (Week 1 → Week 4/5).
   • Annual:
     • Entered once at the start of the year.
     • Includes all months’ forecast.
3. Fiscal Year
   • Links the forecast to the company’s fiscal year.
4. Expected Start / Expected End
   • Defines the forecast coverage period.
5. Month
   • Indicates which month(s) the forecast relates to.
6. Item Records – Capacity Plan (Child Table)
   • Item Code / Item Name (Final product).
   • Expected Quantity (Forecasted demand for that product).

Integration with Crystal Ball Settings

• Only final products defined in Crystal Ball Setting will appear in the Item Records table, ensuring forecasts are limited to valid planning items.

Usage in Reports

• Feeds data into Expected Sales Forecast Report.
• Used as a demand input for Adjusting Stock Projected Qty Report.