- Included Forecasts
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Tip:
Any Forecasts you want to include must have been created already.
Often Sales Managers or Sales Team Leaders will want to include the sales Forecasts of their direct reports in their own Forecast. To do this, within a Forecast, open the Included Forecasts tab and click Add Forecast. Revenue and gross margin figures for any included Forecasts will be rolled up into the total figures shown at the top of the Forecast.