Forecast (Outstanding) by Customer Detail Report

The Forecast (Outstanding) by Customer Detail report lists the forecast transactions in each customer's forecast that have not yet closed. It also lists their weighted and projected amounts.

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

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

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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