Procedures Use the procedures in this section to view and follow up on gross and net revenue forecasts. To use the Revenue Forecast submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings. Related Topics:Select Revenue Forecasts Use the Revenue Forecast submodule to select revenue forecasts. Search for Revenue Forecast Items Use the Revenue Forecast submodule to search for revenue forecast items. Filter Revenue Forecasts Use the Revenue Forecast submodule to filter revenue forecast items. Open Revenue Forecast Sidebar Use the Revenue Forecast submodule to open the revenue forecast sidebar. Open Client Cards of Revenue Forecast Items Use the Revenue Forecast submodule to open the client cards of revenue forecast items. Open Resource Card of Account Managers of Revenue Forecasts Use the Revenue Forecast submodule to open the resource card of the account managers of revenue forecast items. View Jobs, Pipelines, and Inter-company Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to view the jobs, pipelines, and inter-company jobs of revenue forecast clients. Search for Jobs, Pipelines, or Inter-company Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to search for jobs, pipelines, or inter-company jobs of revenue forecast clients. Filter Jobs of Revenue Forecast Clients Based on Status Use the Revenue Forecast submodule to filter the jobs of revenue forecast clients based on status. Set Review Status of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to set the review status of the jobs or pipelines of revenue forecast clients. Open Job Cards of Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to open the jobs cards of jobs of revenue forecast clients. Edit RF Responsible of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to edit the NRF responsible of the jobs or pipelines of revenue forecast clients. Manage Viewers of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to manage the viewers of jobs or pipelines of revenue forecast clients. Parent Topic: Revenue Forecast HomeWorkBook Online HelpTasksFollow-upRevenue ForecastProcedures
Procedures Use the procedures in this section to view and follow up on gross and net revenue forecasts. To use the Revenue Forecast submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings. Related Topics:Select Revenue Forecasts Use the Revenue Forecast submodule to select revenue forecasts. Search for Revenue Forecast Items Use the Revenue Forecast submodule to search for revenue forecast items. Filter Revenue Forecasts Use the Revenue Forecast submodule to filter revenue forecast items. Open Revenue Forecast Sidebar Use the Revenue Forecast submodule to open the revenue forecast sidebar. Open Client Cards of Revenue Forecast Items Use the Revenue Forecast submodule to open the client cards of revenue forecast items. Open Resource Card of Account Managers of Revenue Forecasts Use the Revenue Forecast submodule to open the resource card of the account managers of revenue forecast items. View Jobs, Pipelines, and Inter-company Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to view the jobs, pipelines, and inter-company jobs of revenue forecast clients. Search for Jobs, Pipelines, or Inter-company Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to search for jobs, pipelines, or inter-company jobs of revenue forecast clients. Filter Jobs of Revenue Forecast Clients Based on Status Use the Revenue Forecast submodule to filter the jobs of revenue forecast clients based on status. Set Review Status of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to set the review status of the jobs or pipelines of revenue forecast clients. Open Job Cards of Jobs of Revenue Forecast Clients Use the Revenue Forecast submodule to open the jobs cards of jobs of revenue forecast clients. Edit RF Responsible of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to edit the NRF responsible of the jobs or pipelines of revenue forecast clients. Manage Viewers of Jobs or Pipelines of Revenue Forecast Clients Use the Revenue Forecast submodule to manage the viewers of jobs or pipelines of revenue forecast clients. Parent Topic: Revenue Forecast HomeWorkBook Online HelpTasksFollow-upRevenue ForecastProcedures