Procedures Use the procedures in this section to view and follow up on gross and net revenue forecasts. To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings. Related Topics:Select Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to select revenue forecasts. Search for Revenue Forecast Items Use Revenue Forecast in the Follow-Up submodule in the Tasks module to search for revenue forecast items. Filter Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter revenue forecast items. Open Revenue Forecast Sidebar Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the revenue forecast sidebar. Open Client Cards of Revenue Forecast Items Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the client cards of revenue forecast items. Open Resource Cards of Account Managers of Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the resource cards of the Account Managers of revenue forecast items. View Jobs, Pipelines, and Inter-Company Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to view the jobs, pipelines, and Inter-Company jobs of revenue forecast clients. Search for Jobs, Pipelines, or Inter-Company Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to search for jobs, pipelines, or Inter-Company jobs of revenue forecast clients. Filter Jobs of Revenue Forecast Clients Based on Status Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter the jobs of revenue forecast clients based on status. Set Review Status of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to set the review status of the jobs or pipelines of revenue forecast clients. Open Job Cards of Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the jobs cards of jobs of revenue forecast clients. Edit Revenue Forecast Responsible of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to edit the Revenue Forecast (RF) responsible of the jobs or pipelines of revenue forecast clients. Manage Viewers of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to manage the viewers of jobs or pipelines of revenue forecast clients. Parent Topic: Revenue Forecast HomeWorkBook Online HelpTasksFollow-upRevenue ForecastProcedures
Procedures Use the procedures in this section to view and follow up on gross and net revenue forecasts. To use Revenue Forecast, you must have access to Tasks as defined in User Access Rights under Settings. Related Topics:Select Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to select revenue forecasts. Search for Revenue Forecast Items Use Revenue Forecast in the Follow-Up submodule in the Tasks module to search for revenue forecast items. Filter Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter revenue forecast items. Open Revenue Forecast Sidebar Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the revenue forecast sidebar. Open Client Cards of Revenue Forecast Items Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the client cards of revenue forecast items. Open Resource Cards of Account Managers of Revenue Forecasts Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the resource cards of the Account Managers of revenue forecast items. View Jobs, Pipelines, and Inter-Company Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to view the jobs, pipelines, and Inter-Company jobs of revenue forecast clients. Search for Jobs, Pipelines, or Inter-Company Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to search for jobs, pipelines, or Inter-Company jobs of revenue forecast clients. Filter Jobs of Revenue Forecast Clients Based on Status Use Revenue Forecast in the Follow-Up submodule in the Tasks module to filter the jobs of revenue forecast clients based on status. Set Review Status of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to set the review status of the jobs or pipelines of revenue forecast clients. Open Job Cards of Jobs of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the jobs cards of jobs of revenue forecast clients. Edit Revenue Forecast Responsible of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to edit the Revenue Forecast (RF) responsible of the jobs or pipelines of revenue forecast clients. Manage Viewers of Jobs or Pipelines of Revenue Forecast Clients Use Revenue Forecast in the Follow-Up submodule in the Tasks module to manage the viewers of jobs or pipelines of revenue forecast clients. Parent Topic: Revenue Forecast HomeWorkBook Online HelpTasksFollow-upRevenue ForecastProcedures