Forecast (Outstanding) by Customer Summary Report

The Forecast (Outstanding) by Customer Summary report lists the forecast and weighted totals of transactions in each customer's forecast that haven't closed yet.

To view the Forecast (Outstanding) by Customer Summary report:

Go to Reports > Forecast > Forecast (Outstanding) by Customer.

A popup message appears in the middle of your screen to let you know 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'd like to work on something else while your report loads, click Alert me when ready at the bottom of the message. You'll get an email with a link to the report when it's ready to view.

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