Forecast by Status Summary Report

The Forecast by Status Summary report shows the calculated forecast for each customer status. If we use Advanced Forecasting, the calculated forecast amounts for each forecast category are shown for each status.

To view the Forecast by Status Summary report:

Go to Reports > Forecast > Forecast by Status Summary.

A message appears indicating that our report is loading. The status bar in the footer of the report indicates the progress as our report loads. We can click Cancel Report next to the status bar to stop the report from loading.

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