1
Open the Sales Forecast module
Navigate to the Dashboard and click Sales Forecast from the left-hand navigation menu.
Set a Forecast Month
Learn how to assign a forecast month to sales opportunities in the Sales Forecast module. Setting forecast dates helps organize projected revenue, improve forecasting accuracy, and support better sales planning.
Set a Forecast Month
Learn how to assign a forecast month to an opportunity so it can be accurately included in your sales forecasting and reporting.
Steps to set a forecast month
2
Locate the opportunity
Find the forecast item you want to update within the forecast table.
3
Find the Forecast Date column
Locate the Forecast Date column associated with the selected opportunity.
4
Open the month dropdown
Click the Select month dropdown within the Forecast Date column.
5
Review available forecast months
Browse the list of available months displayed in the dropdown menu.
6
Select the forecast month
Click the month that best represents when the opportunity is expected to close or generate revenue.
7
Verify the selected month
Confirm that the chosen month now appears in the Forecast Date field for the opportunity.
FAQs