Quick Submit Mode

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Quick Submit is the fastest way to submit your forecast. Use it when you’re comfortable with the rolled-up numbers and just want to make minor tweaks — rounding amounts, nudging a category up or down — without going deal by deal.

How it works

1. Click Submit from the Home tab or Workbench tab
2. Choose Quick Submit
3. Review the table of forecast periods and categories

The table shows each forecasting period (current month plus future months) with columns for Commit and Best Case forecasts. Each cell displays the current rolled-up value.

Making adjustments

Click any cell to edit the number directly. As you change values, the percent change from the original roll-up appears next to each adjusted cell so you can see the impact of your tweaks.

Adding comments

Before submitting, add comments to explain your changes. Good submission comments help with auditing the forecast roll-up and give your manager context about what was adjusted and why.

Submitting

Click Save and Submit to commit your forecast. Your status in the Workbench and Home tab updates to Completed.

What’s next

For more control, see Deal-Based Submissions or Team Submissions.