Select Revenue Forecasts

Use Revenue Forecast in the Follow-Up submodule in the Tasks module to select revenue forecasts.

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

To select a revenue forecast:

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 that you want to display.
4. To include inactive forecasts in the drop-down list selections, select the Include Inactive Forecasts check box.