Duplicating Forecasts

Duplicating Forecasts can be a handy way to build and distribute ‘templates’ for different businesses. You can save a Forecast in a particular state then try some other options, or a multitude of other reasons.

 

Dup-Forecast

 

To duplicate a Forecast simply hover your cursor over the name of the Forecast and select Duplicate. From that point, you can rename it to show a separate business, client, or option for the initial Forecast (i.e. Business Corp-Alternate Reality or Business Corp-Sales Goals)


Related articles: Duplicating and Managing Scenarios, Creating a New Forecast