Revenue Forecast Methods

Use Revenue Forecast Methods in the Finance submodule in the Settings module to configure revenue forecast method types. You can create, remove, and edit profit forecast methods. You can also add and delete finance account ranges and roles that are responsible for jobs and pipelines.

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

You use revenue forecast methods in Finance & Administration > General Ledger > Revenue Forecast.