Print      Open PDF Version of Online Help


Previous Topic

Next Topic

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.

Published May 2008