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 Forecast categories?
What are the other actions you can perform on forecast categories?
How do I enable adjustments in Forecast?
Table of Contents
Enabling adjustments
Before you try to make adjustments to forecasts, you must enable adjustments.
Follow these steps to enable adjustments:
Before you try to make adjustments to forecasts, you must enable adjustments.
Follow these steps to enable adjustments:
- Log in to your CRM account.
- Click Main Menu.
- Click Sales.
- Select Forecast and Quota.
- Click Settings on the top right corner.
- Click Configuration tab.
- Enable the checkbox for forecast categories under the Adjustable column under the Forecast Category block.
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