Step-by-Step: Submitting a Forecast Call

Step-by-Step: Submitting a Forecast Call

The following is a step-by-step guide on how submitting a forecast call works.

Step 1: Set up forecast submissions

If you or your admin have not set up forecast submissions yet, look at this short tutorial. It only takes 2 minutes to set it up.

Step 2: Submit a forecast call

a) Go to the collaborative forecast tab:

b) Click on 'Submit':

c) Select a timeframe:

d) Add a forecast amount and a comment (optional):

Step 3: Review all forecasts in the roll-up