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Export forecast numbers

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Naomi Papoushado
  • Updated

Where to go: Deals > Forecast

Who can do this: Anyone can export their current view.

  • Navigate to the line of business, team, and time period you want to export, and go More-menu.png > Export to CSV.

    The view is exported.

Good to know

  • If quarters are auto-calculated, notes for each month are shown together in the row for the relevant quarter

  • Closed-won deals are based on historical data

  • The final numbers for each month are shown in two rows:

    • Total value of closed-won deals

    • Total value for open deals