Filter Revenue Forecasts

Use the Revenue Forecast submodule to filter revenue forecast items.

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

To filter revenue forecast items:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Revenue Forecast.
3. On the grid toolbar, use the drop-down list to select the revenue forecast of the forecast items that you want to filter and click .
4. In the View Options dialog box, select the filters that you want to use and click Apply.