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Included Forecasts


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


Any Forecasts you want to include must have been created already.

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

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You can adjust a Forecast to amend the expected revenue or to change the Forecast status

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