Editing a Forecast

Use the Forecast Detail view to edit forecast information.

To undo any changes, click Reset before clicking Save.

To edit:

  1. Click Forecasts on the navigation bar.
  2. Search the forecast you want to edit, and then click the description.
  3. 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.
  4. Click Save.