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Viewing past submitted forecasts

1. Click the My CRM | Forecasts tab, and click quarterly forecast that you want to review. The Forecast Entry page is displayed.
2. Click the Forecast History tab. A list of all submitted forecasts for the selected quarter is displayed. There may be several if you're required to submit a forecast on a weekly basis for example.
3. Click the Forecast History you want to review. The Forecast Entry page is displayed in read-only mode. You can click an opportunity to view the details of this opportunity as they stood at the time of submitting the forecast. This page is opened in a new browser window, and your System Administrator can customize what and how much information is displayed for the selected opportunity.
4. Click Continue to return to the Forecast History list.

See Also:

Submitting a forecast

Working with your team's forecasts

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