View 12-Month Summary Forecast

Depending on your role in WorkBook, you can view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for all pipeline activities for the next 12 months.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To view the 12-month summary forecast:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click 12-Month Summary Forecast.
3. Click the 12-Month Forecast tab.
   WorkBook displays the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for the next 12 months.
   You can use filters to refine the information displayed.