Select Revenue Forecasts

Use the Revenue Forecast submodule to select revenue forecasts.

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

To select a revenue forecast:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, 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. If you want to include inactive forecasts in the drop-down list selection, select the Include inactive forecasts check box.