Using Customizable Forecasting
Customizable forecasting allows you to forecast your sales based on opportunity, product, or schedule dates, as well as view and override forecasts in many different ways.
In this tip sheet you will learn the about the following:
Download Using Customizable Forecasts
Customizable forecasting allows you to forecast your sales based on opportunity, product, or schedule dates, as well as view and override forecasts in many different ways.
In this tip sheet you will learn the about the following:
- Setting Your Quota
- Viewing Forecasts
- Understanding Forecast Categories
- Overriding Forecasts
- Submitting Forecasts
- Manually Sharing Forecasts
Download Using Customizable Forecasts