Viewing Forecast Information
The View Forecast window is a view-only window. You can use folder tools (from the Folder menu) to customize the screen to suit your needs.
You can use the View Forecast window to view forecast information in a variety of ways.
To find forecast information:
1. Enter search criteria in the Find Forecast window.
Search criteria can be as general as all forecasted information for your group or your own account, or as specific as forecasted business for a specific account within a date range. Note the default settings:
Period Name: Displays the current forecast period and the calendar from and to dates that define this period.
Sales Group: Displays the sales group you belong to.
Forecasts of: If you are a manager, the field defaults to Group/Sub Group; otherwise, it defaults to Member and your name appears in the Employee field.
Forecast Type: Defaults to Revenue.
The following information is displayed:
- Forecast type set to revenue
- Your employee name as an individual member of group or manager of group.
Revenue Amount Information (Amount Region)
Specify amount of revenue to search for by selecting a type of revenue amount from the poplist. Specify a period of time in the From and To fields, if other than the default period.
Aggregate Information (Cumulate By Region)
The Cumulate By region lets you cumulate your opportunities by one or more parameters. For example, if you want to see all quota credit information for the period, by customer, check the corresponding boxes in this region (and choose Quota Credit in the Type field of the Amount region).
2. Modify the default search criteria, if appropriate.
