View Sales Forecast Documents
Learn how to open and review documents from the Sales Forecast module. Viewing forecast documents allows you to access opportunity details, verify forecast information, and review associated records directly from your forecast list.
Steps to view sales forecast documents
Open the Sales Forecast module
Navigate to the Dashboard and click Sales Forecast from the left-hand navigation menu.Locate the forecast document
Browse the forecast table and find the document you want to review.Find the View button
Locate the View button displayed on the right side of the selected forecast record.Open the forecast document
Click the View button to open the selected sales forecast document.Review document details
Examine the document contents, forecast information, opportunity details, and any associated data contained within the record.Return to the forecast list
After reviewing the document, return to the Sales Forecast page to continue managing and monitoring forecast opportunities.
FAQs
What are sales forecast documents in QuoteCloud?
Sales forecast documents are opportunity records displayed within the Sales Forecast module that contain forecast values, confidence levels, dates, and related sales information.
How do I view a sales forecast document?
Locate the forecast record and click the View button on the right side of the row.
Where can I access forecast documents?
Forecast documents can be accessed from the Sales Forecast module in the Dashboard navigation menu.
Where is the View button located?
The View button appears on the far right side of each forecast record in the forecast table.
What happens when I click View?
The selected forecast document opens, allowing you to review its contents and associated information.
Can I view any forecast document in the list?
Yes. Any available forecast record that displays a View button can be opened for review.
Does viewing a forecast document make changes to it?
No. Viewing a document is a read-only action unless you perform additional editing actions.
What information can I review in a forecast document?
You can review opportunity details, forecast values, forecast dates, confidence levels, customer information, and related document content.