1
Open Sales Forecast
From the left-hand navigation menu, click Sales Forecast to access your sales projections and forecasting tools.
Switch Between Kanban and List Views in Sales Forecast
Learn how to switch between Kanban and List views in the Sales Forecast module. Kanban view provides a visual overview of opportunities by confidence level, while List view displays forecast data in a structured table format for easier analysis and comparison.
Switch Between Kanban and List Views
Learn how to switch between Kanban and List views in the Sales Forecast module to analyze opportunities in the format that best suits your workflow.
Steps to switch between Kanban and List views
2
Review the Kanban view
When the Sales Forecast page opens, the default view is the Kanban layout, displaying opportunities grouped by confidence levels such as Very Doubtful, Not Confident, 50/50, Confident, and Verbal Approval.
3
Locate the view controls
In the upper-right corner of the Sales Forecast page, locate the view toggle controls.
4
Open the navigation panel
Click the menu icon near the top-right area of the forecast screen to reveal additional view options.
5
Switch to List view
Select the List View option to change the forecast display from Kanban cards to a structured table layout.
6
Review forecast data in table format
The forecast is displayed as a table showing document names, probability levels, forecast amounts, forecast dates, and available actions.
7
Compare and analyze opportunities
Use the List View format to compare forecasts more easily and review sales data across multiple opportunities.
8
Switch back to Kanban view when needed
Use the view controls again to return to the Kanban layout for a more visual representation of your sales pipeline.
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