Managing forecast boards

Who's this for: RevOps, Business Admins

Where to go: Deals > Forecast

Who can do this: People with "Manage forecast settings" permissions

Managing forecast boards

To manage a forecast board, go to Deals > Forecast, click >  Manage lines of business, select your board and click :

1. Click Edit line of business to make changes to your board. Learn about forecast board settings here.

2. Click Duplicate to make a copy of the board and then edit the duplicated board.

3. Click Hide to hide the board. You can always come back and unhide it.

Removing people from the board

To remove teams or team members that don't need to forecast for this business line, in the displayed forecast board:

1. Navigate to a team or individual that you want to remove from the board.

2. click > .