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 edit a forecast

The created forecast can be modified at any time. To edit a forecast:

1.Enter your expected values directly in the forecast table. To do this, click the box in the [Target] column and enter your value.

2.After you enter all the required values in the table, click the [Refresh] button to recalculate the values in the [Total] block.

The columns in the [Total] area are non-editable and display sums of values from other columns of the table, except for the closed percentage column.

The [Closed], [Closed, %] and [Pipeline] columns are non-editable and will display values after user-initiated calculation. Read more >>> 

Note

You need to have access permissions to edit a forecast. For more information about forecast access permissions, read the corresponding article.

See also

How to configure the forecast view

How to set access permissions for a forecast

How to calculate “Closed” and “Pipeline”

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