Use the Forecast Detail view to edit forecast
information.
To undo any changes, click Reset before clicking Save.
To edit:
Click Forecasts on the navigation bar.
Search the forecast you want to edit, and then click the description.
Edit this information on the Forecast
Detail View:
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 can be
forecast. If necessary, click the Find button 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
Set as Forecast
Amount next to the Total Potential Minimum Amount, Average Amount, or Maximum Amount in the Worksheet
section or specify 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 can include 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 can end.
This date is automatically calculated based on your company’s
financial settings, but can be edited.