> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitor your pipeline and forecast sales

> How to monitor your sales pipeline and forecast your sales with the help of dashboards and selections.

To reach your sales goals, it is important to maintain a healthy pipeline. SuperOffice CRM provides two main ways to forecast sales and monitor progress: **dashboard tiles** and **selections (Find)**.

These tools help you identify gaps, highlight stalled deals, and compare your actual sales to your targets-whether you work individually or in a group.

## Monitor your pipeline with dashboards

Dashboards give you a quick overview of key sales data. You can use tiles to track your own progress, group results, or specific pipeline metrics.

![Example of My forecast tile -screenshot][img1]

Common tile types for sales forecasting include:

* **My forecast compared to target this month/quarter:** Visualize your actual progress against set goals.
* **Team forecast compared to target:** Monitor how your team is performing against their shared targets.
* **My pipeline next 3 months (actual or weighted):** View upcoming sales, either by full or weighted amounts.
* **My forecast by sale type:** Break down your forecast by category or product line.
* **Biggest open or sold sales this month:** Identify high-value deals to prioritize or analyze performance.
* **Group forecast / revenue this month:** Track group-level sales activity and progress.

You can customize each tile by setting date ranges, filters, and comparing results to targets.

## Analyze your pipeline using selections

The [Find feature][5] in SuperOffice CRM lets you search and find different types of data. This means that you can also use Find to forecast your sales. By using the Find feature you can filter out the data of any field in your SuperOffice CRM.

Examples:

* I want a list of all sales over €5,000 due to be completed next month.
* I want a list of all my stalled sales.
* I want a list of all sales proposals sent this month.
* I want a list of customers who have purchased a product that we are planning to upgrade.

To get you going, the Find screen contains some ready-made search templates, called **typical searches**. These searches include overviews showing your sales opportunities and activities for the current month, as well as for the months ahead. There is also a selection of all sales that have been forgotten. Click the **Find** button to start.

![Typical searches let's you choose from a list of ready made searches to start your search -screenshot][img7]

### Example

To demonstrate how you can use the Find feature for sales forecasting, here is an example of how to create a search for all open sales, made this year, that are larger than €5000:

1. Click on **Find Sale** to open a new search related to sales.

   ![Click on the Find Sale to open a new sales related search -screenshot][img8]

2. Here you can modify the predefined fields with new input, or delete unnecessary criteria altogether, or click **Add** button to add a new search criterion.

3. When you click **Add**, a drop-down menu will appear. Click on **Sale** in the drop-down menu. Then select the field called Amount.

4. Click on the second field that currently shows you the = sign. Choose the sign >.

5. Add the value that has to be met. In this case, greater than €5000. Click on the third field and add 5000.

   ![Modify the predefined fields with new input, or delete unnecessary criteria altogether -screenshot][img9]

6. To add more criteria just repeat this process.

7. Press **Find** at the bottom of the screen to see all your open sales opportunities with a value larger than €5000.

[5]: ../../search-options/learn/find-screen

[img1]: /media/loc/en/sale/forecasting.png

[img7]: /media/loc/en/search-options/typical-sale-searches.png

[img8]: /media/loc/en/search-options/find-screen.png

[img9]: /media/loc/en/search-options/find-sale.png


## Related topics

- [Visualize sales targets in dashboard tiles](/en/dashboard/learn/show-sales-targets.md)
- [Create a new sale](/en/sale/learn/create.md)
- [Display a selection as a chart](/en/search-options/selection/learn/howto/display-as-charts.md)
- [Using the Find screen](/en/search-options/learn/find-screen.md)