Viewing a Practice or Region Forecast

You can view a practice or a region forecast directly from the relevant record page.

Note:

The exact location of the forecast on the practice or region record page depends on how your org is configured. For more information, contact your administrator.

To view a practice or a region forecast:

  1. From the Practices or Regions tab, open the practice or region you want to view the forecast for.
  2. Click the tab that contains the forecast, for example, Forecast. The forecast displays.
  3. [Optional] Click Show Full-Screen Plan to display the forecast in full-screen mode.