Using the Forecast Pipeline View

The Forecast Pipeline view displays opportunity pipeline information. You must select the Add to Forecast option on the Opportunity Detail view to include an opportunity’s information in forecast pipeline.

See Including Opportunities in Forecast.

You can use groups and lookups to narrow the list of records that display or select one of the provided groups that segments the pipeline by specific criteria.

To open the Forecasts Pipeline view, on the navigation bar, click Forecast Pipeline.

On this page you can:

• Click Refresh, to refresh the list information.
• 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.

• View a group

  See What are Groups?.

• Use 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:

• Export Records

  Exporting Records to a File.

• Promote to Dashboard

  See Promoting a Group to the Dashboard.

Forecast Pipeline groups:

• Pipeline by Country: Lists pipelines by country
• Pipeline by Product: Lists pipelines by country
• Pipeline by Region: Lists pipelines by region
• Pipeline by Manager: Lists pipelines by manager
• Pipeline by Account Manager: Lists pipelines by account manager
• Pipeline by State: Lists pipelines by state

Forecast Pipeline information

• 0 to 30 Days: Pipeline value for 0-30 days
• 31 to 60 Days: Pipeline value for 31 to 60 days
• 61 plus Days: Pipeline value for 61 or more days
• Total Value: The sum of the pipeline values for each time period.