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Creating Opportunities and Forecasting Scenario Planning

Utilize Opportunities to plan potential impact to the forecast and successfully scenario plan:

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Written by Cassie Crail
Updated over 2 months ago

  1. Select Sales on the left hand nav

  2. Click Opportunites

  3. Click New Opportunity in the right hand corner

  4. Input the missing details:
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    Screenshot 2025-05-20 at 4.50.55 PM

  5. Click Opportunity Impact to see how this change would impact the existing forecast

    1. The change is shown in Green

  6. Click Create

  7. Now, you'll see each of your opportunities on this view and can use filtering as needed

  8. Use the Actions on the right side of the opportunity to Edit, Confirm, or Delete

  9. To configure if Opportunities should be shown in the forecast:

    1. Navigate the forecast version you're working on

    2. Click Configure Opportunites in the right hand corner

      1. Should Opportunities be included? (Y/N)

      2. Should they be weighted by likelihood or full (Select one)

      3. Include All Opportunites? (Y/N)

        1. If No, determine which should show by likelihood
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          Screenshot 2025-05-20 at 5.03.13 PM

  1. If you select for Opportunities to impact the forecast the changes will be hi-lighted in yellow

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