Forecasts are used to give an indication of performance against targets. There are two ways to add a Forecast - from the business or from the Forecast screen. Forecasts added and updated will immediately be reflected in the home panels and reports.
Load the Business. On the Forecast tab, click + Fig.1
A popup window will open Fig. 2
Click Forecast on the menu. Click Add Forecast.Fig. 3. A pop-up window will open. Enter the Business name and click to select from the list. Click Next. Fig. 4. Complete the forecast as above (Fig.2).
Open the forecast from the business or Forecast screen by clicking the green pencil icon. Fig.5. Click No Sale. Click Save. Fig. 9.