CRM › Forecasting & Quotas
Forecast Board
Quota, closed, commit, best case and pipeline for you and the people who report to you: attainment, weighted pipeline and coverage, your call for the period, and how past calls compared with what closed.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Forecasting & Quotas
- Screen: Forecast Board
Address in the console: /crm/forecast-board
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.