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How do I create a forecast of my revenue for the next quarter based on different teams?
How do I create a forecast of my revenue for the next quarter based on different teams?
Lyssa Parisella avatar
Written by Lyssa Parisella
Updated over 2 weeks ago

Ensure you have the correct financial permissions to add these fields to the reports.

With new reports, this is easy to do in the People Explorer.

  1. Filter for Person Type>Person.

    2. Set the Time period to quarter

3. Choose Revenue in Columns.

4. Group by Team

Remember to click on "Create Report" above to re-use this report.

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