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Sales Forecasts & Quotas

You may have navigated to Start > Sales > Sales Forecasts and be wondering what this provides. This functionality is legacy functionality and will be deprecated at some point in the future.  Please do not use this area of the system.

 

If you want to see information about your sales pipeline and introduce target and forecast information, we recommend that you use Workbooks reports.

 

If you are already using Sales Forecasts and Quotas and require some help to see your data in other ways, please contact support@workbooks.com.