Manage Customizable Forecasts
- First, review your forecast amounts. To do so, see View Customizable Forecasts and instructions on different viewing options.
- Then, determine if you want to override any amounts.
- Override amounts if necessary. This requires appropriate user permission. Check Override Customizable Forecasts.
- Submit your forecast to make a snapshot of your forecast data that is available in your forecast history and forecast reports. See Submit Customizable Forecasts.