Document number: 11337

 

To view a forecast:

1. From Home, select Sales and then Forecasts.
   
   
2. Click Revenue Forecast and then Rollup.
   
   
3. Search for the forecast by specifying the forecast name and timeframe.
   
   Only Opportunities with an Est. Close Date that falls within the time frame (quarter) you specified and have a Status of Active or Closed-Won, can be included in the forecast.
   
   
4. Select the forecast you want to view.
   
   

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/17/2001
Revised:amq 10/01/2004
Reviewed: 10/01/2004