Pipeline Forecast Finance Accounts

Use Pipeline Forecast Finance Accounts under Settings to configure forecast finance accounts and map them to an account and budget. You can add and remove pipeline forecast finance accounts. You can also update the mapped budget, as needed.

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

You can use pipeline forecast finance accounts in CRM > 12 Month Summary Forecast.