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Viewing a Forecast

The following article describes a step-by-step process of how to view a forecast

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Written by Support
Updated over 4 years ago
  1. Navigate to Forecasts section 

2. Select a forecast
3. In the newly appeared window, you can choose to view a detailed breakdown of the forecast in a Table, Monthly or Total view 

4. You can select to view either Weighted or Unweighted deals data, by selecting either option from the switch located in the right corner of the navigation menu

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

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