Change a forecast

You can change some data of the forecast.

To change a forecast:

  1. Open your site.
  2. Log on with your user name and password.
  3. Click on: OK.
  4. Click on:Salescockpit.
  5. Open a forecast in the Mijn forecasts overview.

    If you are not responsible for a forecast, you can open the Forecasts overview and from there open the properties of a forecast.

  6. Click on: Modify.
  7. Change the required fields.
  8. Click on: Modify.

Directly to

  1. Forecast in InSite
  2. Configure forecasts in InSite
  3. Add a forecast
  4. View a forecast
  5. Change a forecast
  6. View the forecast dossier