1
Open the Sales Forecast module
Navigate to the Dashboard and click Sales Forecast from the left-hand navigation menu.
View Sales Forecast Documents
Learn how to open and review documents from the Sales Forecast module. Viewing forecast documents allows you to access opportunity details, verify forecast information, and review associated records directly from your forecast list.
View Sales Forecast Documents
Learn how to open and review documents directly from the Sales Forecast module.
Steps to view sales forecast documents
2
Locate the forecast document
Browse the forecast table and find the document you want to review.
3
Find the View button
Locate the View button displayed on the right side of the selected forecast record.
4
Open the forecast document
Click the View button to open the selected sales forecast document.
5
Review document details
Examine the document contents, forecast information, opportunity details, and any associated data contained within the record.
6
Return to the forecast list
After reviewing the document, return to the Sales Forecast page to continue managing and monitoring forecast opportunities.
FAQs