Modifying the Sales Forecast chart

Perform these steps only if you added a new sales process, or to modify the Sales Forecast chart.

  1. Select System configuration > Pipeline/Forecast settings > Forecast.
  2. From the Available stages pane, select a sales process and click the right arrow to add the sales process to the Selected stages pane.
  3. From the Summary available stages pane, select a sales process and click the right arrow to add the sales process to the Summary selected stages pane.
  4. To view the Sales Forecast chart, proceed to the Dashboard and refresh your screen.