FAQs in this section
What is the forecast and quota module? How do I set up forecasts and quotas? How do I make adjustments to forecasts? What is a target mismatch? How do I add users to Forecast and Quotas? How do I access the Forecast settings? What are the Forecast categories? What are the other actions you can perform on forecast categories? How do I enable adjustments in Forecast?
How do I export forecasts?
Table of Contents
You can export forecasts by using the Export drop-down displayed on top. Here are the two ways of exporting:
1. Export deals: A CSV file containing forecasts and details of their related deals can be exported by selecting the Export Deals option. The exported file does not contain team forecast amounts.
2. Export Forecasts: Export the forecast summary as a CSV file by selecting the Export Forecasts options. The exported file contains details such as forecast periods, forecast categories, and forecast amounts for individuals and teams. It is similar to the Forecast Summary table in the CRM.
You can export forecast information of a specific deal by following the steps below:
- Click a deal amount from a forecast category column in the Forecast Summary table.
- Click Export.
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