List View

Update Forecast Confidence Levels

Learn how to update forecast confidence levels in QuoteCloud Sales Forecast. Change opportunity probabilities using the confidence dropdown to improve forecasting accuracy and pipeline visibility.

Navigate Forecast Pages

Learn how to navigate between pages in the QuoteCloud Sales Forecast module. Use page numbers and navigation arrows to move through forecast records and review additional sales opportunities.

View Forecast Documents

Learn how to view sales forecast documents in QuoteCloud. Open forecast records directly from the Sales Forecast module to review opportunity details, forecast values, and related information.

Set a Forecast Month

Learn how to set a forecast month in QuoteCloud Sales Forecast. Assign forecast opportunities to a specific month to improve forecasting accuracy, reporting, and sales planning.

Change Forecast Records Per Page

Learn how to change the number of forecast records displayed per page in QuoteCloud. Adjust records per page settings to view more opportunities and reduce page navigation.