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Delete or reset your forecast
You can delete your forecast or reset the baseline from the Forecast Settings.
Deleting or resetting your forecast is a permanent action, and you cannot roll back or recover these changes.
To delete or reset your forecast:
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Reset the Baseline
Resetting your forecast is a non-recoverable action that will clear all your current baseline data, including:
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When you reset your baseline, you will be able to choose the default value rules and timing profiles you want to use in your forecast.
Delete your forecast
Delete your entire forecast and start from scratch. This allows you to set the forecast up again using the onboarding fields. Deleting your forecast is a non-recoverable action.
❗Notice: Before deleting your forecast, we recommend downloading the Forecast Value Audit report for your records.
Learn more: