Organizing your Dashboard can be a handy way to keep track of which forecasts are most critical to your business.

You may sort forecasts alphabetically by their name; chronologically by the date they were created or by the date they were last accessed.  Clicking twice on the header reverses the order in which your forecasts are displayed, and users have the ability to toggle between Organize by User/Company.

You can even create forecasts and file them with your members so that you stay organized.


Did this answer your question?