Submit / Commit Forecast from Deals Page

[Lorenzo_Bossi]

The current Forecast tools allows for a automatic setup based on the Deal stages, but this is only as accurate as the "live" information. 

The Forecast Submission tool allows for submissions of a manual commited forecast, this is generally done at the beginning of a cycle (eg. month), but it is cumbersome to do it manually with different pipelines. 

Can we make it so that it is possible to do it from the Deals Board (eg. select multiple and Forecast Submission) 

(I could create a stage for all pipeliens with a (Forecast Commit but would rather not...) 

EDIT: To clarify the terminology with "Forecast Submission"

[franksteiner79]

Hi @Lorenzo_Bossi 

You can mark/select multiple deals in the deal stage view.

And then click edit and select the forecast category to change their forecast status.

Is that what you were looking for?

Frank

[Lorenzo_Bossi]

Hi Frank, 

this would change the category to Commit, overriding the autotaic data from deal stages, I am looking for the manual forecast submission