Setting Up Customizable Forecasting
Customizable forecasts allow you to personalize Salesforce with your organization’s process for forecasting sales. To begin, customize the settings described below to control how your opportunities contribute to forecasts.
Download Setting Up Customizable Forecasting
Customizable forecasts allow you to personalize Salesforce with your organization’s process for forecasting sales. To begin, customize the settings described below to control how your opportunities contribute to forecasts.
- Getting Started
- Defining Your Fiscal Year
- Setting Forecast Data Aggregation, Default View, and Sharing
- Customizing Your Forecast Hierarchy
- Enabling Customizable Forecasting
- Setting User Permissions
Download Setting Up Customizable Forecasting
