Being able to schedule send Forecasts like a Dashboard recurring email would be great since we send out Forecasts weekly to managers and reps. Currently, we send a makeshift Forecast on a dashboard, but this just adds confusion since the actual Forecasts are in another place and in a different format/have additional information.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Forecasting frequency | 1 | 784 | March 18, 2024 | |
| scheduled reports by email | 1 | 698 | February 17, 2026 | |
| Recurring dashboard email frequency to first monday of the month | 0 | 94 | February 2, 2026 | |
| Report schedling - add quarterly | 1 | 257 | May 28, 2026 | |
| Ability to add custom fields to the forecast feature. | 1 | 592 | April 6, 2023 |