Track or untrack a forecast
Click the bookmark on a forecast card, or Track this on the forecast page, to keep the forecast in Saved or to stop tracking it.
Written By GovPreneurs
Last updated 21 days ago
Tracking keeps a forecast on your saved list. It shows in Saved on Forecasts and in Pipeline. It does not show in Saved on Opportunities.
Track from the list
- In the left menu, click Forecasts.
- Find the forecast. To search, see Search and filter forecasts by work, buyer, place, and expected date.
- Click the bookmark at the top right of the card, next to the Fed or SLED pill.
The bookmark fills in. The forecast is now in Saved.
Track from the forecast page
- Click a forecast to open its page.
- Click Track this at the top.
The button then reads Tracked.
Untrack a forecast
- Click the filled bookmark on the card. You can also click Tracked on the forecast page.
The forecast then leaves Saved.
What you see next
- The Saved tab shows your tracked forecasts.
- You can also find them in Pipeline. See Find a saved opportunity, forecast, or small order in Pipeline.
- A tracked forecast stays on your list after its expected date passes.
What tracking does not do
Tracking keeps the forecast on your saved list. On a computer, the tooltip of the button reads: "Keep this forecast on your saved list." Tracking does not send you an alert.
⚠️ If the bookmark does not stay filled: Refresh the page and try again. If it repeats, use the Need Help? Click Here button at the top of the page.
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