Sales and Forecast Lists
Sales ListsShows a collaborative list of Opportunities, Quotes and Bookings that are Closed Won.
The list will default to the Actual Close date of This Year, remember to edit this if you need to create charts which include data from previous years.
Forecast ListsAs above by only Open items. Can be changed to show Open & Closed Won together. Note that this list also defaults to This Year
Product Sales ListsClosed won Quotes and Seminar Bookings. Note that the list defaults those items closed in the last 30 days.
Note: Only Quotes that are Included in Opportunity are shown and Seminar Bookings that are Confirmed
Target Charts can be created from all of the above lists