WindoorERP Documentation 19.0

Build rolling sales forecasts and align manufacturing capacity with pipeline demand

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Generates rolling monthly and quarterly revenue forecasts grouped by Expected Closing Dates, allowing factory plant managers to schedule CNC cutting capacity, glass supply orders, and workforce shifts.

Before you start

  • Sales Manager or Operations Director permissions.

Steps

Sales and manufacturing demand forecast screen overview

Important

Forecasting expected window square meters 60 days ahead prevents factory material bottlenecks and secures bulk supplier discounts.

  1. 01
    Open CRM › Reporting › Forecast.
  2. 02
    Inspect opportunities arranged horizontally across upcoming delivery months.
  3. 03
    Review Committed (Won contracts awaiting production release) vs Pipeline (high-probability proposals).
  4. 04
    Adjust expected close dates directly in the forecast grid to align with real site readiness.
  5. 05
    Export forecast summaries for glass procurement and extrusion billet reservation.

Common mistakes

  • Setting unrealistic forecast dates that collapse entire quarters of projected factory output into a single month.
  • Not reconciling sales forecasts with production shopfloor shift capacities.

Was this article helpful?

Running a window or door factory?

Ask for a demo