1. From CRM module, click Opportunities. All Opportunities search screen will appear. 3 tabs will be available (All Opportunities, Pipeline Forecast, Win/Loss Analysis)
2. Go to Pipeline Forecast tab:
3. User can remove the Line of Business in the graph (Total Amount x Salespersons), click the Line of Business legend to exclude it from the graph.
4. To open opportunity from Pipeline Forecast tab, select the opportunity then click Open Selected button.