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About Viewing Forecast Summary

The Forecast Summary view displays the total forecast's revenue aggregated into the periods specified by the forecast series. These summary periods are indicated by their respective start dates. For example, the calendar month of November 2004 is displayed as 11/01/2004 in the Summary view. The owner can modify the summary revenue values of the forecast. Changes to these values immediately update the totals for the forecast record.

NOTE:  The Details view does not reflect changes made in the Summary view. If modifications have been made to the summary values, those values are overwritten when Rollup is selected.