Shared guide

How to use the forecast report

Step-by-step guide covering: Click the Reporting link; Click the Reports link; Click the Create button; Click the Create report link.

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·12 steps·6 views·Published
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Step-by-step Guide12 steps

  1. Click the Reporting link

    Click the Reporting link
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  2. Click the Reports link

    Click the Reports link
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  3. Click the Create button

    Click the Create button
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  4. Click the Create report link

    Click the Create report link
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  5. Click the Search all templates field

    Click the Search all templates field
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  6. Type 'forecasr' in Search all templates

    Type 'forecasr' in Search all templates
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  7. Type 'forecast' in Search Templates

    Type 'forecast' in Search Templates
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  8. Click the Deal revenue forecast by stage section

    Click the Deal revenue forecast by stage section
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  9. Click the Save Report button

    Click the Save Report button
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  10. Click the Next button

    Click the Next button
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  11. Click the Save report button

    Click the Save report button
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  12. Click the Save button

    Click the Save button
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