Revenue Forecast Methods

Use Revenue Forecast Methods under Settings to configure different revenue forecast method types. You can create, remove, and edit profit forecast methods. You can also add and delete finance account ranges and roles responsible for jobs and pipelines.

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

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