Support Tip of the Week: Are you missing deals on your Forecast Board?

  • 6 January 2023
  • 0 replies

Userlevel 2

Are there Deals you don't see on your Forecast Board? 


Check your Deals tab! All the data on your Forecast Board comes from your Deal Board. With that said, if the deal information is inaccurate or missing on your Forecast Board, it is most likely inaccurate or missing on your Deal Board as well! Reach out to the Support Team to determine why you may have inaccurate or missing data. 


Check out your filters if you see a deal on your forecasting board but not on your deal board (and vice versa)! The filters may block the deal from making it to the board!


Check out our article for more details on filters when creating a Forecasting Board!

0 replies

Be the first to reply!