Forecasting - Enterprise Only (Dashboard)

Administrator Help Topic

Forecasting is available for Enterprise Plan customers.  You can add Client-Defined Fields to your Base Info Tab that will push financial data to the Dashboard for forecasting purposes (e.g. Total Sell, Total Cost, Margin, etc.).  See Add custom data fields to your RFP Response Builder setup for more information.  We recommend that you add “Total Sell”, “Total Cost” and “Margin” as client-defined fields (using that specific text as the Column Headers), as they drive additional functionality when exporting data from the Opportunities view in the Dashboard.
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