Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to configure the forecast view

Configure the time period view for the selected forecast to make the analysis more convenient. For example, display data for January of current year and previous year (Fig. 1).

Fig. 1 Example of configured forecast view

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To set up your forecast targets, select specific items for the unit of measure and a time period. To configure the view of the sales forecast by owner for the first three months:

1.Click the [Add] button in the top left corner of the forecast created on the previous step.

2.Select the employees of your company that you want to include in your forecast.

3.In the [View] button menu, select the [Set up time periods] and specify the target months to display in the forecast. In our case: “January 2017”, “February 2017” and “March 2017”.

As a result, a table with indicators of selected employees for three months will be displayed in the created forecast.

See also

How to add a forecast

How to set access permissions for a forecast

How to edit a forecast

How to calculate “Closed” and “Pipeline”

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