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.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To view the 12-month summary forecast:
Parent Topic: 12-Month Summary Forecast