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Adjusting Forecasts

You can adjust a Forecast to amend the expected revenue and/or to change the Forecast status simply by clicking in the appropriate column of the Forecast (Status, Revenue or Gross Margin) and entering a different figure or status, then clicking Save.

This will amend the revenue and gross margin figures shown at the top of the Forecast but will not change the amount or stage of the original Opportunity. Any adjustments made will be recorded in the History tab.

Related content

Often Sales Managers or Sales Team Leaders will want to include the sales Forecasts of their direct reports in their own Forecast

Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the Opportunity Close Date