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Included Forecasts

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

Tip

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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Related content

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 ) ...

Sales Forecasts display your estimated sale income for a given time period, based upon the Opportunity stage and the close date you've allocated to each of your Opportunities.
How an Oppo ...