Matrix Support

Weighted Forecast Report Overview

The Weighted Forecast Report allows you to see what is pending for upcoming months and how that stacks up to your budget when multiplied by a percent confidence interval.

To create the Weighted Change Report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Forecasting & Deals tab.

3. Click Weighted Forecast 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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