Forecast Homepage
The Forecast Homepage is the starting point for managing forecasts. This page lists forecast summary information relevant to you.
- All and Alpha-Numeric Links. Locate specific forecasts by clicking the alpha-numeric links. Click the All link to show the entire list of forecasts.
- Number of records displayed. Adjust the value in this field to show a greater or lesser number of records in the summary list.
The Forecast Homepage lists your forecasts according to the date on which they were created and gives a summary of key information:
- Pipeline revenue is the combined revenue from all your records, regardless of the setting of the Forecast check box on the individual records.
- Forecast revenue equals the total revenue for all records that have the Forecast check box selected.
- Closed revenue equals the total revenue for all opportunities with a sales stage value of Closed-Won. For product, account, and contact revenue forecasts, closed revenue is recognized in the period between the Start and Close date.
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