Knowledge Base

Knowledge Base/Progress/Forecast view/How are deals ordered...

How are deals ordered in the Forecast View?

Breandan Flood, May 29, 2024

Deals in your Forecast View are ordered based on their current pipeline stage, and last update time.

Learn more about sales forecasting


You may also choose between having them sorted by their deal creation date or their expected close date. To choose these options, or choosing to show Won or Open deals first can be made by clicking the gear icon found in the top right-hand corner.

Was this article helpful?



Related articles

Got any questions?

Contact us