Viewing a Region, Practice, or Group Forecast

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

Note:

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

To view a region, a practice, or a group forecast:

  1. From the Practices or Regions tab, open the region, practice, or group 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.