How to Launch Forecast via CRM

Overview:

This article explains how to access and launch Forecast from Xvantage for Associates (X4A) CRM.

The Forecast tool enables users to view sales forecasting data, track performance, and access forecasting insights directly from CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, select Sales from the left navigation menu.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, go to Forecast > Tools.

6. The Forecast application opens automatically, allowing you to access forecasting data, monitor sales performance, and work within your preferred forecast view.

7. By default, the application opens in the SAM1 view unless a different default view has been configured.

8. To switch to another view:

   • Select the View drop-down menu.

   • Choose the required view from the available options.