The Sales Forecast view allows you to view a forecast summary of all of your IBOs by expected close data and categorized by month.
The date range for the forecast view can be changed by selecting the Start and End buttons at the top of the view. To change how the values are calculated, tap the button on the right, which defaults to “Unweighted.” If Unweighted is selected, the total value for all IBOs will be used. If Weighted is selected, the value will be multiplied against probability and display the resulting value. If Committed is selected, only IBOs that have the ‘Committed’ value selected will display a value. If Won is selected, only Won IBOs will be displayed.
For each of the buttons, tap the button again to hide the popup.