Question 1

How do I update forecast confidence levels in Kanban view?

Accepted Answer

Open the Kanban view and click the split-screen icon in the top-right to open View Settings. On a forecast card click the current confidence dropdown (for example 50/50) and choose the new level such as Not Confident (25%). Finally, use the Select month dropdown on the same card to assign the appropriate forecast month.

Question 2

How do I switch to Kanban view and open View Settings?

Accepted Answer

From your QuoteCloud dashboard open the board that contains forecasts and click the split-screen icon in the top-right corner to toggle View Settings. This lets you change how forecast cards display and adjust confidence levels quickly within the Kanban layout.

Question 3

What confidence level options can I choose from?

Accepted Answer

The forecast card dropdown shows the available confidence levels—examples on the page include 50/50 (50%) and Not Confident (25%). Open the confidence dropdown on any card to view and select the full list of options available in your account.

Question 4

How do I assign or change the forecast month for a forecast card?

Accepted Answer

On the forecast card open the Select month dropdown and pick the correct forecast date. Assigning a month helps keep your pipeline and sales forecasts organized by period for better tracking and reporting.

Question 5

Can I update confidence levels for multiple forecasts at once?

Accepted Answer

The guide describes updating confidence on individual forecast cards within the Kanban view. If you need bulk update options, check the Help Center for batch tools or contact QuoteCloud support for guidance on bulk edits in your quote software or sales quoting software workflows.

Update Forecast Confidence Levels

Master View Settings

Steps to update forecast confidence levels

Open view settings

Select the current confidence level

Update the confidence level

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Getting Started

Update Forecast Confidence Levels

Master View Settings

Steps to update forecast confidence levels

Open view settings

Select the current confidence level

Update the confidence level

How do I update forecast confidence levels in Kanban view?+

How do I switch to Kanban view and open View Settings?+

What confidence level options can I choose from?+

How do I assign or change the forecast month for a forecast card?+

Can I update confidence levels for multiple forecasts at once?+