Verify that all active opportunities are current and accurate in the CRM system and update as appropriate.

Navigation:

1. Select Sales and then Opportunities.
   
   
2. Click Opportunity Details.

Generate a real-time revenue forecast, which reflects a Forecast Total for all Opportunities expected to close within the Time Frame.

Navigation:

1. Select Sales and then Forecast.
   
   
2. Click Revenue Forecast.

Generate an autoforecast and make adjustments as needed.

Navigation:

1. Select Sales and then Forecast.
   
   
2. Select Revenue Forecast and then Rollup.

Review top opportunities with the corresponding Sales Rep. Any changes should be made to the CRM system immediately.

If applicable, create adjustments, which can be made in one of three places.

1. Within the Sales User's detail, use the Clone icon.
   
   
2. Within the Sales User's detail, use the Create Sls User Adj button.
   
   
3. Use the Manager Adjustments button.