FAQs in this section
What is the forecast and quota module?
How do I set up forecasts and quotas?
How do I make adjustments to forecasts?
What is a target mismatch?
How do I export forecasts?
How do I add users to Forecast and Quotas?
What are the Forecast categories?
What are the other actions you can perform on forecast categories?
How do I enable adjustments in Forecast?

How do I access the Forecast settings?

Forecast and Quota Settings
Follow these steps to access the Forecast and Quota Settings:
  1. Log in to your CRM account.
  2. Click User Menu on the top right corner.
  3. Click Settings.
  4. Look for the Marketing & Sales section.
  5. Select Forecast and Quota Settings.
To know more about Forecast and Quota, click here.
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