Switch Between Kanban and List Views in Sales Forecast
Learn how to switch between Kanban and List views in the Sales Forecast module. Kanban view provides a visual overview of opportunities by confidence level, while List view displays forecast data in a structured table format for easier analysis and comparison.
Steps to switch between Kanban and List views
Open Sales Forecast
From the left-hand navigation menu, click Sales Forecast to access your sales projections and forecasting tools.Review the Kanban view
When the Sales Forecast page opens, the default view is the Kanban layout, displaying opportunities grouped by confidence levels such as Very Doubtful, Not Confident, 50/50, Confident, and Verbal Approval.Locate the view controls
In the upper-right corner of the Sales Forecast page, locate the view toggle controls.Open the navigation panel
Click the menu icon near the top-right area of the forecast screen to reveal additional view options.Switch to List view
Select the List View option to change the forecast display from Kanban cards to a structured table layout.Review forecast data in table format
The forecast is displayed as a table showing document names, probability levels, forecast amounts, forecast dates, and available actions.Compare and analyze opportunities
Use the List View format to compare forecasts more easily and review sales data across multiple opportunities.Switch back to Kanban view when needed
Use the view controls again to return to the Kanban layout for a more visual representation of your sales pipeline.
FAQs
What is the Sales Forecast module in QuoteCloud?
The Sales Forecast module helps users track opportunities, forecast revenue, and monitor sales pipeline performance.
What is Kanban View?
Kanban View displays sales opportunities as cards grouped by confidence levels, providing a visual representation of your sales pipeline.
What is List View?
List View displays forecast information in a table format, making it easier to compare opportunities, forecast values, and dates.
Which view opens by default?
The Sales Forecast page initially opens in Kanban View.
How do I switch from Kanban View to List View?
Use the view controls located in the upper-right area of the Sales Forecast screen and select List View.
What information is displayed in List View?
List View displays document names, probability levels, forecast amounts, forecast dates, and available actions.
Can I switch back to Kanban View?
Yes. You can return to Kanban View at any time using the same view controls.
Which view is better for analysis?
List View is often better for comparing multiple opportunities and reviewing detailed forecast information side by side.