12-Month Summary Forecast
The 12-Month Summary Forecast module enables you to view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for the next 12 months. It also displays the month-by-month breakdown of jobs and pipeline projects.
- Related Topics:
- 12-Month Summary Forecast - Procedures
Depending on your role in WorkBook, you can view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings, as well as the month-by-month breakdown of jobs and pipeline projects.
Parent Topic: CRM