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The default dashboard displays two of the three shared views described later in this topic. The top area displays the Open Opportunities list view and the bottom area displays the 12 Month Forecast By Rep chart view. See the Using Digital Dashboards chapter in the Aptify 5.5 User Guide for for information on working with dashboards, including how to copy and modify a dashboard.
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- Revenue Forecast: This pivot table provides a forecast of upcoming revenue by date and account manager based on information from Open opportunities, including total estimated amount (based on the sum of the opportunity's line items) and weighted total (the estimated amount multiplied by the current Acceptance Probability percentage).
See the "Using Folders and Sharing Views" section in the Viewing System chapter of the Aptify 5.5 User Guide for for information on connecting to shared folders and working with shared views.
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