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QuoteCloudSupport

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.