SalesSeek

Similarly to exporting individuals, organisations or deals in a spreadsheet, you could also export a forecast in a CSV file. In order to export a forecast:&nbsp;

1. Navigate to Forecasts section

2. Select a forecast 3. In the newly appeared window, select Download as CSV, located at the top of the page

⚠️ Forecasts are available on our Enterprise plan only. If you are on Professional plan and would like to upgrade, please contact support.

The following article describes a step-by-step process of how to download a forecast as a spreadsheet file

Exporting a Forecast Information in a Spreadsheet File

pdCRM

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