Change Forecast Records Per Page
Learn how to customize the number of forecast records displayed per page in the Sales Forecast module. Increasing or decreasing records per page helps you optimize screen space and improve navigation through forecast data.
Steps to change forecast records per page
Open the Sales Forecast module
Navigate to the Dashboard and click Sales Forecast from the left-hand navigation menu.Locate the Records Per Page setting
Scroll to the bottom of the forecast list and locate the Records per page dropdown menu.Open the dropdown menu
Click the dropdown arrow beside the current records-per-page value to display the available options.Review available display options
Select from the available options, including 20, 50, 70, 100, 200, 500, or 1000 records per page.Choose a new records-per-page value
Click the desired value to update the number of forecast records displayed on each page.Review the updated forecast list
The forecast table refreshes automatically and displays the selected number of records per page.
FAQs
What is the Records Per Page setting in QuoteCloud?
The Records Per Page setting controls how many forecast records are displayed on a single page within the Sales Forecast module.
How do I change the number of records displayed per page?
Locate the Records Per Page dropdown at the bottom of the forecast list, open the menu, and select a new value.
Where is the Records Per Page option located?
The option is located at the bottom-left area of the Sales Forecast table.
What record count options are available?
Available options include 20, 50, 70, 100, 200, 500, and 1000 records per page.
What happens after I select a new value?
The forecast table automatically refreshes and displays the selected number of records per page.
Can I increase the number of records displayed?
Yes. You can choose a higher value, such as 100, 200, 500, or 1000 records per page.
Can I reduce the number of records displayed?
Yes. Selecting a lower value such as 20 records per page can make the list easier to scan and navigate.
Does changing records per page affect forecast data?
No. This setting only changes how records are displayed and does not modify any forecast information.