The Forecasting Summary page allows you to
enter high-level forecast assumptions to all accounts at the summary level, which are
automatically distributed down to detail-level accounts.
Creating a Basic Quick Forecast
Use this forecasting technique to
apply a summary-level assumption on the Forecasting Summary
page.
Creating an Advanced Quick Forecast
An Advanced Quick Forecast is a
template that allows you to enter and save forecast assumptions for all accounts and apply them
each month as you upload new data to the model.
