Open Revenue Forecast Sidebar

Use the Revenue Forecast submodule to open the revenue forecast sidebar.

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

To open the revenue forecast sidebar:

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 client whose information and settings you want to view.
4. Highlight the revenue forecast client whose information and settings you want to view.
5. Click Revenue forecast sidebar .
6. In the Revenue Forecast sidebar, you can view the highlighted client's information, advanced settings, and price quote information.