12-Month Summary Forecast
Use the procedures in this section to view the 12-month summary forecast, jobs in progress, and pipeline projects.
- Related Topics:
- View 12-Month Summary Forecast
Depending on your role in WorkBook, you can view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for all pipeline activities for the next 12 months. - View Jobs in Progress from CRM
Depending on your role in WorkBook, you can view the work-in-progress (WIP) amounts and 12-month payment forecasts for jobs in progress. These are the pipelines that have been converted into jobs. - View Pipeline Projects
Depending on your role in WorkBook, you can view the 12-month forecasts for leads and opportunities. You can also display lost pipelines and pipeline projects that are in progress.
Parent Topic: Procedures