Filter Revenue Forecasts

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter revenue forecast items.

To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings.

To filter revenue forecast items:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the forecast items that you want to filter and click .
4. In the View Options dialog box, select the filters that you want to use and click Apply.