12-Month Summary Forecast Use the procedures in this section to view the 12-month summary forecast, jobs in progress, and pipeline projects. Related Topics:View 12-Month Summary Forecast Depending on your role in WorkBook, you can view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for all pipeline activities for the next 12 months. View Jobs in Progress from CRM Depending on your role in WorkBook, you can view the work-in-progress (WIP) amounts and 12-month payment forecasts for jobs in progress. These are the pipelines that have been converted into jobs. View Pipeline Projects Depending on your role in WorkBook, you can view the 12-month forecasts for leads and opportunities. You can also display lost pipelines and pipeline projects that are in progress. Parent Topic: Procedures HomeWorkBook Online HelpCRMProcedures12-Month Summary Forecast
12-Month Summary Forecast Use the procedures in this section to view the 12-month summary forecast, jobs in progress, and pipeline projects. Related Topics:View 12-Month Summary Forecast Depending on your role in WorkBook, you can view the projected payment plans, approved price quotes, and work-in-progress (WIP) postings for all pipeline activities for the next 12 months. View Jobs in Progress from CRM Depending on your role in WorkBook, you can view the work-in-progress (WIP) amounts and 12-month payment forecasts for jobs in progress. These are the pipelines that have been converted into jobs. View Pipeline Projects Depending on your role in WorkBook, you can view the 12-month forecasts for leads and opportunities. You can also display lost pipelines and pipeline projects that are in progress. Parent Topic: Procedures HomeWorkBook Online HelpCRMProcedures12-Month Summary Forecast