How can I share the forecast with my sales team?

Forecasting is a business process where sales, marketing and production collaboratively agree on the expected sales.

  1. Navigate to Forecast Report in the Sales menu.

  2. Click on the table icon in the upper right corner.

  3. Click on the wrench key icon and select the crosses (rows) you wish to export.

  4. Optionally, add a filter if you don’t want to export the entire dataset.

  5. Click on the down arrow icon in the upper right corner to export the results into an Excel file.