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.




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

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