Forecast Snapshots
Use the Snapshots tab of the
Forecast detail view to see snapshot information. Snapshots capture
forecast data for a specific time within a forecast.
To open the Snapshots tab:
- On the Forecast Detail view, click the Snapshots tab.
| Field Name | Description |
|---|---|
| Description | A description of the snapshot, including the date of the snapshot and the forecast description. |
| Date | The date the snapshot was created. |
| Forecast Amount | The forecast amount at the time the snapshot is created. |
| Closed-Won Amount | The amount of closed-won opportunities at the time the snapshot is created. |
| Quota Amount | The associated quota amount at the time the snapshot was created. |