To check your Sales forecast, follow the given steps.

For Interested services.
Step 1- Select your contact from the list view.


Step 2- Click on the Interested service tab.



Step 3- Click on the blue add button to add interested service 



Step 4- Select the workflow



Step 5- Select the Partner 



Step 6- Select the product 



Step 7- Expected Win Date


Step 8- Add Prospect revenue
Step 9- Add the partner's revenue
Step 10- Now add any deduction made by your agency.


Step 11- Click on Save.  



For Application.

Step 1- Select the contact.



Step 2- Click on the Application tab in contact's detail page.



Step 3- Open the Application detail page.



Step 4- On the right section of detail page, you can see Sale Forecast option.



Step 5- Add Client revenue.
Step 6- Add the Partners revenue.
Step 7- Now add any deduction made by your agency.

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