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?
How do I access the Forecast settings?
What are the other actions you can perform on forecast categories?
How do I enable adjustments in Forecast?

What are the Forecast categories?

Below are the default forecast categories and the sales stage mapping in Vtiger CRM.
 
Forecast Category Sales Stage Mapping Adjustable
Pipeline Ready to Close, New, Qualifying, Requirements Gathering, Value Proposition, Negotiation, Closed Won If enabled, allow adjustments by admin users to the deal amounts mapped to Pipeline stages
Best Case Ready to Close, Negotiation, Closed Won If enabled, allow adjustments by admin users to the deal amounts mapped to Best Case stages
Commit Ready to Close, Closed Won If enabled, allow adjustments by admin users to the deal amounts mapped to Commit stages
Closed  Closed Won If enabled, allow adjustments by admin users to the deal amounts mapped to Closed Won stages

To know more about Forecast and Quota, click here.
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