Geteilte Anleitung

How to use revenue forecasting

Step-by-step guide covering: Click Insights; Click Create; Click Report; Click Revenue forecast.

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·11 Schritte·11 Aufrufe·Veröffentlicht
Step-by-step Guide11 Schritte

  1. Click Insights

    Click Insights
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  2. Click Create

    Click Create
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  3. Click Report

    Click Report
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  4. Click Revenue forecast

    Click Revenue forecast
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  5. Click Your projected revenue from open and won deals

    Click Your projected revenue from open and won deals
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  6. Click Continue

    Click Continue
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  7. Click This year

    Click This year
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  8. Click This quarter

    Click This quarter
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  9. Click Save

    Click Save
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  10. Type "New revenue forecast report Q1..." in Report name

  11. Click Save

    Click Save
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