Editing Deal Forecast report (section)

=== Filtering Data in the Deal Forecast Report ===

At the top of the report, you have several filtering options to refine the data displayed:

* '''Pipeline''': This dropdown allows you to view data for all pipelines or select a specific pipeline.
* '''Currency''': Displayed as a dropdown of all currency types set up for deals. Note that it does not convert deal values; it's purely for categorization.
* '''Deal Owner''': Use this dropdown to filter data for all deal owners or a specific deal owner.
* '''Forecasted Close Date (Date Range)''': This filter refers to the date a deal owner has entered into the '''Forecasted Close Date''' field. Adjust the displayed data based on selected timeframes, even allowing future date selection to project upcoming revenue.
* '''Deal Creation Date (Date Range)''': This filter lets you view deals created within a defined timeframe.

To apply any filter, simply click the dropdown for the relevant filter, select your options, and the report will automatically reload to display the filtered results.