Using the Forecasts List View

The List view displays all the forecasts that you have access to. You can use groups and lookups to narrow the list of records that display.

To open the Forecasts List view, on the navigation bar, click Forecasts.

On this page you can:

• Click Refresh, to refresh the information.
• Use the Summary View.

  See Using the Summary View.

• Work with records in a grid.

  See Working with Grids in List Views and Tabs.

• Filter my list.

  See Using Task Pane Filters.

• Use the Lookup to search for records.

  See Using Lookup.

• Click a forecast description on the Forecasts List view to open the Forecast Detail view.

  See Using the Forecast Detail View.

• Using the group shortcut menu.

  See Using the Group Shortcut Menu.

• Manage groups.

  See Using the Groups List

The Task Pane contains the Common Tasks section.

See Using the Task Pane.

In this section, you can:

• Add to Group.

  See Adding Ad Hoc Group Records.

• Remove from Group.

  See Removing Ad hoc Records.

• Save Records as a Group.

  See Adding an Ad Hoc Group.

• Export Records.

  See Exporting Records to a File.

• Promote to Dashboard.

  See Promoting a Group to the Dashboard.