QuoteCloudSales Forecast
Track your pipeline and forecast sales.
Forecast Views
3 guides- Set a Forecast MonthLearn how to switch views and assign a forecast month to sales opportunities for accurate planning and tracking.
- Switch Between Kanban and List ViewsLearn how to switch between Kanban and List views in the QuoteCloud Sales Forecast module. View sales opportunities as draggable forecast cards or as a detailed table for easier analysis and comparison.
- Update Forecast Confidence LevelsLearn how to switch to Kanban view, update forecast confidence levels, and assign a forecast month for better sales tracking.
List View
7 guides- Change Forecast Records Per PageLearn 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.
- Filter Forecasts by ConfidenceLearn how to open Sales Forecast and filter forecast data by confidence level to quickly review relevant sales insights.
- Filter Forecasts by MonthLearn how to access Sales Forecast and filter forecast data by month to quickly find relevant sales reports.
- Navigate Forecast PagesLearn 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.
- Set a Forecast MonthLearn 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.
- Update Forecast Confidence LevelsLearn how to update forecast confidence levels in QuoteCloud Sales Forecast. Change opportunity probabilities using the confidence dropdown to improve forecasting accuracy and pipeline visibility.
- View Forecast DocumentsLearn 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.