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.

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

To view the jobs, pipelines, and inter-company jobs of a revenue forecast client:

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 jobs, pipelines, and inter-company jobs you want to view.
4. Highlight the revenue forecast client whose jobs, pipelines, and inter-company jobs you want to view.
5. In the bottom grid, click the Job tab, Pipeline tab, or Inter-company tab, as applicable.