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Forecast Details Page

The Forecast Details page displays forecast information for the individual submitting it. The page shows the forecast summary, which lists forecasts by month, and the individual's opportunities. Managers and administrators can also see their team's summary by month.

The following table describes what you can do from the Forecast Details page.

To do this

Follow these steps

Show all opportunity records

Click the Show Full List link under the My Opportunities section.

Show all your team's records

Click the Show Full List link under the Team's Summary by Month section.

Submit a forecast

In the Forecast Summary section, click Submit Forecast.

Update a forecast record

In the Forecast Summary title bar, click Edit. This opens the Forecast Edit page.

Update an opportunity

In the My Opportunities section on the Forecast Detail page, click Refresh. To modify opportunity details, click the Opportunity Name link.

Change the currency for a displayed forecast

In the Forecast Summary title bar, click View in and select the currency.


Published May 2008