View the forecast dossier

By default, a forecast dossier is available.

To view the forecast dossier:

  1. Open your site.
  2. Log on with your user name and password.
  3. Click on: OK.
  4. Click on:Salescockpit.
  5. Open the properties of the forecast.

    Under the tabs with information about the forecast, you see the Forecast dossier overview.

  6. Click on a dossier item if you want to display the data.

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