Using the Forecast Detail View

Use the Forecast Detail view to see, add, or edit information for a selected record. The Detail view consists of information fields and tabs.

The system administrator and users with the appropriate role can access these features.

To open the Forecast Detail view, on the Navigation Bar, click Forecasts to open the Forecasts List view. If necessary, use the Lookup to locate a forecast, and then click on the description.

You can perform these actions:

Information Fields

The forecast information fields contain the primary information about the forecast.
Description
A brief description of the forecast. By default, the description includes the assigned user’s name and time period, but the description can be edited.
Note: Updating the Assigned to or Start Date automatically updates the Description.
Assigned To
The user whose opportunity pipeline forecasts. If necessary, click Find to lookup and select a different user.
Amount
The expected forecast amount. You can use the Worksheet information to help you determine the amount. Click the Set as Forecast Amount icon next to the Total Potential Minimum Amount, Average Amount, or Maximum Amount in the Worksheet section or type a value.
Active
If selected, indicates that the forecast is current. Use this to identify if this is the forecast for the current time period.
Start Date
The date to start the forecast. The forecast includes all opportunities in the pipeline with an expected close date or closed date between the start and end dates.
End Date
The date the forecast time period ends. The End Date is automatically calculated based on your company’s financial settings, but can be edited.

Detail View Tabs

Each tab shows specific information you can use for sales order related activities:

User Defined Section

You can drag and drop tabs into the user defined middle section.

See Dragging and Dropping.

Parent topic: What Are Forecasts
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