The Forecasting Report allows you to see Pending and Booked dollars, so that you can manage your Budget accordingly.
To create the Forecasting report, please follow the below instruction:
1. Please navigate to Reports on the menu bar.
2. Click Forecasting & Deals tab.
3. Click Forecasting Report link.
4. From the Hierarchy area, select at least one option. Note: You can select up to five options.
-The hierarchy order determines how the data is nested in the report.
5. Optional: Select filters to remove the data that you do not wish to report on.
6. Click the Run button.
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