Pipeline Forecast Finance Accounts

Use Pipeline Forecast Finance Accounts in the CRM Setup submodule in the Settings module 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.

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

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