Forecast by Status Summary Report

The Forecast by Status Summary report shows the calculated forecast for each customer status.

If you use Advanced Forecasting, the calculated forecast amounts for each forecast category are shown for each status.

To view the Forecast by Status Summary report:

Go to Forecast > Reports > Forecast by Status Summary.

A popup message appears in the middle of your screen indicating that your report is loading. You can click Cancel next to the status bar to stop the report from loading. Reports can take some time to load. If you would like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You will receive an email with a link to the report when it is ready for viewing.

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General Notices