Matrix Support

Forecasting Report Overview


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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