Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. The amount of forecasted opportunities each user has broken down by forecast stage.
  2. The number of forecasted opportunities each user has broken down by forecast stage.  

Filters included are:

  • Expected Close Date – Choose which time frame to filter into.  See your 30, 60, 90 day forecast report here
  • Forecast Stage – Choose one or multiple stages
  • Owner – Choose one or multiple users

...