Duplicate Forecast

Last Revised:       Written by Veloxity CRM    Time Estimate: About 2 minutes to read. Version 2.0

Contents

What is Duplicate Forecast?

Definition

Sales Forecasts display your estimated sales income for a given time period based upon Sales Stage, Probability, and Opportunity Close Date.   

How can I use Duplicate Forecast?

Duplicate Forecast allows you to quickly apply an existing Forecast to a current or future time period.

Where can I find Duplicate Forecast?

Duplicate Forecast is found on the Sales Divisions toolbar.

On the Main Menu, click Sales Divisions > Duplicate Forecast

Navigating Duplicate Forecast

You are looking at a screenshot demonstrating how to Duplicate a Forecast on Sales Divisions:

Figure 1. Duplicate Forecasts on Sales Divisions. 

How can I use Duplicate Forecast? 

How can I Duplicate a Forecast?

  1. Click Duplicate Forecast. 

  2. Select the Forecast Period you want to duplicate.

  3. The Source Date Range is the date range for the forecast period you are duplicating.

  4. Select the Starting Forecast Period from the pick list.

  5. Click OK.


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