How to see all of your forecasted sales by age

Here’s a SQL query that will list out all of your forecasted sales by age, or how long ago they should have closed.

GoldMine’s forecasted sales give you a quick and easy way of tracking possible sales so you better manage your pipeline and remind you of sales that should be closing.

To use this, from GoldMine’s main menu choose Lookup | SQL Queries then copy & paste the above in the top section then click Query.  If you are using GoldMine Premium Edition then Tools | Filters & Groups and then the SQL Query tab.

This SQL Query will work for SQL based GoldMine systems (GoldMine Corporate or Premium)…

select cal.userid, contact1.company, cal.ondate CloseDate,
datediff("d", ondate, getdate()) Age, cal.ref 'Product/Service',
cal.number1 value, cal.duration probability from cal, contact1
where rectype = 'S' and contact1.accountno = cal.accountno and
userid = 'BILL' order by ondate

Change the last part, “userid = ‘BILL’” and replace bill with your GoldMine userid or leave it out all together to see all forecasted sales for all users.

If you want to learn more about how to forecast sales check out GoldMineTraining.NET for a video lesson on the subject.