Forecasting in the Dashboard (Enterprise Only)
Customers with the Enterprise Plan can also forecast their opportunities.
Note: You cannot forecast from a Word-only RFP Response. If you want to forecast the opportunity, create a Quote File in Excel for your opportunity.
- If you want to include a Quote File in your Forecast, leave the box checked for “Include this quote in the opportunity forecast roll-up”.
- You would only un-check this box if you don’t want to push/replace the financial data to the Opportunity in the Dashboard.
Note: You cannot forecast from a Word-only RFP Response. If you want to forecast the opportunity, create a Quote File in Excel for your opportunity.
