Open Revenue Forecast Sidebar

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to open the revenue forecast sidebar.

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

To open the revenue forecast sidebar:

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 client whose information and settings you want to view.
4. Highlight the revenue forecast client whose information and settings you want to view.
5. Click Revenue Forecast Sidebar .
6. In the Revenue Forecast Sidebar, you can view the highlighted client's information, advanced settings, and Price Quote information.