Forecast (Outstanding) by Customer Detail Report

The Forecast (Outstanding) by Customer Detail report lists the forecast transactions in each customer's forecast that have not yet closed. It also lists their weighted and projected amounts.

To view the Forecast (Outstanding) by Customer Detail report:

Go to Reports > Forecast > Forecast (Outstanding) by Customer > Detail.

A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

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