The Sales Forecasting dashboard provides an overview of your bookings by sales rep. Use this dashboard to get a quick sense of past and (near-term) future sales performance
It is very easy to master Halo, and you can learn simply by clicking. There are four primary actions which will help you navigate the data shown in each app: slicing, drilling up and down, and sorting. In addition, you can click on charts, lines and graphs to drill into the information that you are looking for.
Time Controls. Use the time controls to quickly change the amount of data shown (Year/ Quarter/ Month/ Date)
Refresh. While you're busy exploring your data, it's easy to forget how to return to where you were. Simply click on the Refresh button to reset your view.
Share. Distribute reports via direct link or on a scheduled basis to all users within your organization. Create alerts to get notified when a condition has been triggered and take immediate action.
Export. Easily export your data to Excel and PDF including all graphs and charts.
Drill down to the next, lower level.
Drill up to return to the higher level.
Select all rows, useful after slicing.
Filter rows to identify items of interest.
